MSB 8.25% $1.05 mesoblast limited

it is obvious MSB has supply issues, and potentially cost of...

  1. 174 Posts.
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    it is obvious MSB has supply issues, and potentially cost of treatment issues, however It’s also obvious CYP has major management issues....... patent infringement issues are laughable. We are talking about a cellular product, produced by vastly different processes, from different starting materials. It is akin to two different drugs treating the same disease, MSCs produced by different processes aren’t identical. You can’t have patent over a disease treatment, only the drug your producing to treat. I.e somac can’t sue nexium over the management of GORD, even though they are both proton pump inhibitors.
    MSB are in a good position, and COVID induced ARDS should be a game changer for the company. it is pleasing to see management take full advantage of this terrible situation. The other phase 3 trial readouts of chronic conditions may not be as remarkable, and that’s where the economic cost Of stem cells vs outcomes will be hotly debated.

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