MSB 9.83% $1.61 mesoblast limited

“That's over $0.5bn right there” Your comment is pure comedy. To...

  1. 444 Posts.
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    “That's over $0.5bn right there” Your comment is pure comedy. To have almost finished a total of three phase three clinical trials and with other major studies pending, such as Crohn’s disease, not to mention extremely positive rheumatoid arthritis phase 2 results etc.,...all for $0.5bn of funds raised is amazing value for money !
    Maxybro, you do realise that you would be fortunate to get much change out of US $1.5bn for a single clinical development programme for a blockbuster therapy ? The odds of the Revascor trial proving unsuccessful are now appearing to be against the shorters...but i will not repeat the observations i have made in previous posts. Unless you can substantiate your negativity with something better, you are really clutching at straws. The FDA has 45 days from filing date to opine on priority review for the BLA application. Meanwhile the Capital stock overhang has lifted and it does not surprise me that the shorters are doing their best to prevent positive momentum building up post this disclosure. I understand that there has been several new institutions join the register in recent months and I am confident that MSB will be over the $3 mark in short order.
    I bought shares today....well above my average price thus far....but the story has progressed so much in the last 12 months. Mesoblast is probably the best risk/reward play i have ever come across in my investment career. If you would like to have a grown up conversation about this Company and discuss clinical results or prospects let me know....so far i have learnt absolutely nothing from a single one of your posts. Let’s talk substance.

    A quick word of appreciation to @stanjupiter for a very well written piece. I agree with most of the observations. I believe that Remestemcel-L will be the subject of many label extension opportunities...indeed the floodgates are likely to open post BLA approval. I do not have time at the moment to elucidate further, but the ability to attack multiple inflammatory pathways at the same time is what makes their mechanisms of action so effective and unique. So much of the IP of Mesoblast is patented and has massive barriers to entry ....for example the inter relationship between Ang 1 and VGEF in promoting vascularisation and/or angiogenesis (see point 56) .

    http://www.freepatentsonline.com/y2019/0345452.html


    I will let the clinical trial results do the talking.

    Please do your own research and do not rely on the opinions expressed in this post when making an investment decision. OP
    Last edited by otherperspective: 17/02/20
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