MSB Trading - 2020, page-7140

Given we now have a moderately confident date range around which it is possible there may be an early halt to the Phase 3 Trial Mesenchymal Stem Cells for the Treatment of Moderate to Severe COVID-19 Acute Respiratory Distress Syndrome that might raise some interesting pressure points on the SP.

We might have Instos who need to have ASX200 stocks in their possession who have not moved yet needing to increase their holdings, do they proceed post early June or before that?

Other large organisations that may want to accumulate more. Will that lead to significant tree shakes between now and then, rather more than the piddling event today, or just more P&D.

Then there are traders, will they decide to hold on as the date gets closer, or close out before hand just in case. But the trial may still report good results rather than stupendous which still makes it a success just later on.

Given our temporary changes to FIRB takeover value guidelines that makes foreign take overs less likely by then, or am I living in la la land in that respect? What any trial shortening will do is increase the SP a bit, or maybe a lot.

I'll be expecting rather more informed commentary