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Originally posted by stockrock
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From a business standpoint, if approved, Ryoncil will be the lifeline that Mesoblast requires to fund its operations for the foreseeable future... with Mesoblast taking on debt, those interest repayments will be growing for some time yet, but there will be a genuine on-going revenue source that Mesoblast can depend on to service that debt. So the program is not only going to save many children's lives from 2020... it will literally save Mesoblast's corporate life.
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The adult aGHVD market is larger and less concentrated, as such a partner will be required for Mesoblast to unlock that revenue stream. @stockrock this could be the next partnership announcement ..... there would have to be players sniffing around for this as we speak given the progress for the ? @ecoool2 said in this post about ASX200 :https://hotcopper.com.au/threads/msb-trading-2019.4593749/page-2522?post_id=40425160 If MSB starts looking like a possibility for ASX200 Index inclusion by March next year, some funds will start buying a month or so ahead , while others will have to wait for the official announcement. In a thinly traded stock, this should provide plenty of upside.
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