From the last AGM:
Given that Mesoblast cannot commercialize CHF and CLBP without a partner AND that Mesoblast are in 'advanced discussions' (for years) AND (as above) partnerships are a 'Key Strategic Priority for 2024', as shareholders, shouldn't we list, analysis and monitor the (CRITICAL) progress?
I'll start (and you guys add what you know):
1. Novartis. Probably a no. Why? SI said they got bored or similar(?). Did Novartis even happen(?). If the BoDs aren't discussing it, then it isn't important? Mistake.....what mistake?
2. GVHD. Locked and loaded. It's not a "global scale partnership(s), to fund clinical programs and enterprise build" though, is it? It's nice because someone else is picking up the majority of the bill, but it only helps for GVHD.
3. CLBP P3 has kicked off and is being run (and funded) by Mesoblast. Do we think we have the expertise to do the trial? And we know we don't have the resources to commercialize if the trial is a success?? Has anyone asked SI why he hasn't partnered up yet? Why has that not been allowed to be asked of SI? Am I the only shareholder that would like to know?
Anyway, over to you guys to add what you know about this topic.....
Partnership deals......
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