Three extremely relevant and important points Stockrock:
There is no point having the largest pharma in the world, if you don't trust that they will be 100% committed to bringing your product out to market.
One way to look at it is that some of these big pharmas have their own 'stem cell' or competing drugs in development or in market, and may just buy the rights to MSB's programs only to shelve them and prevent them from ever reaching the market. It happens, and if there is even a sniff of this possibility - we should steer right clear from these parties.
And the sales, marketing and distribution may sound like a commoditised service - however given that MSCs will be one of, if not the first stem cell treatment approved by the FDA ... not every pharma would be equipped to bring it to market effectively. The strategic alignment again is key, and critical to the success of bringing such a new technology to market.
MSB Price at posting:
$2.58 Sentiment: Hold Disclosure: Held
(20min delay)