MSB 4.98% $1.16 mesoblast limited

My thoughts on what matters to MNK, page-13

  1. 384 Posts.
    lightbulb Created with Sketch. 5
    Madam .... From MSB's perspective its about receiving the $$ and also partnering with a Pharma that is passionate about MPC's and also having capable distribution and sales team.

    MNK is a $4.8bn mkt cap company with $3m bn sales turnover.

    As you were not around at the time, let me help you understand that CEPH (Dec 2010) was a $3.5bn   mkt cap company with a $2.5bn turnover at the time. History will tell you CEPH paid $350M to Mesoblast in partnering Revacsor + cord blood ( plus $1.7bn on agreed milest0nes).

    Here is an article at the time the deal occurred. Please read it for your own benefit.
    http://www.genengnews.com/gen-news-...ialize-mesoblast-stem-cell-therapies/81244348

    So given the similarities with CEPH ( a passionate and hungry Global Pharma) , in my view MNK would be an accomplished  and adept partner with the financial capacity to deliver for MSB ....

    .....are we about to experience Dec 2010 all over again ?


    GLTAH
 
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