MSB 1.02% 99.0¢ mesoblast limited

It's being a whilst since I had the time and motivation to write...

  1. 12,355 Posts.
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    It's being a whilst since I had the time and motivation to write a recap, I don't even know where to begin.

    Suffice to say that I'm getting excited again.
    There's so much going on with Mesoblast that it's hard to keep tabs on them all.
    I'll just go off the top of my head and see where we land...

    Key items:
    1. Novartis
    2. C19 ARDS
    3. Ryoncil (aGVHD) - FDA CRL, dispute process, EUA
    4. CHF
    5. CLBP

    The first three items was covered really well by @dachopper here https://hotcopper.com.au/posts/53186181/single
    One thing to be aware is that these three items are the current focus of Mesoblast, and news regarding these items are expected to come shortly - maybe even next week for Novartis.
    These are all related and we can have a domino effect here.
    This is all taken a while to progress, but they are still very exciting and company transformative events - so stay tuned!

    CHF
    This is a huge indication and we are just parking this.
    Best to just read @The Yankee post here https://hotcopper.com.au/posts/53502674/single
    We should all be excited too "Dr. Perin speaks so highly of Mesoblast's CHF treatment, coming as a neutral outsider (as in not a Mesoblast employee)"

    I don't know about you guys, but I put a fair bit of weight on when the principal investigators speak highly of Mesoblast products.
    Why would Dr. Perin bother doing this? Because it works and he's excited to bring change.

    CLBP
    Let's not forget CLBP - this is the main reason that SurgCentre decided to invest into Mesoblast.
    Surely, these surgeons would know a thing or two about back pain, so why would they invest into Mesoblast.
    Again, because the Mesoblast product works and they are keen to get onto the front foot with this new treatment paradigm



    Sharts
    https://hotcopper.com.au/data/attachments/3224/3224127-d2c3cf3dead1cf39b5a9dc7c557cae0b.jpg
    There are a few things to notice here, the sharts have attacked Mesoblast to get to a height of ~60m in Jan 2021, but they have backed off since and looking to tail off again now.

    There's still ~43m short positions to be closed out.
    With the pending news above, who would be more concerned - these sharts or LTSHs?
    One day - I'm gonna witness a series of short squeezes - bring it on biggrin.png


    Charts
    For charting, please have a look at @FullMoonFever post here https://hotcopper.com.au/posts/53442412/single

    https://hotcopper.com.au/data/attachments/3224/3224133-e42c81a30221cc60db08ebdc92872c89.jpg

    You can see from above chart, that we've finally broken out of the downward trading range.
    What would normally happen on a break out?
    An orderly progression or a sharp surge?

    I'm expecting a sharp surge, as the FA and TA are aligning nicely.


    Summary
    I feel like rocky, been beaten & bruised with the manipulation and SP bleeding...
    But, I'm getting up from the canvas again, excited by MSB' prospects and ready to shout - Silviuuuuuuuu bring me those announcements biggrin.png

    GL MSB'ers and stay strong
    Onwards and upwards
 
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