Fair call fastenyourseatbelt although your description of this firm could cover any broking organisation. At least cross-dressing wasn't mentioned.
It has been like Kindergarten Playtime in here for a while, which is amusing, but deserved, given the mangled Nasdaq listing. However, there is room for a load of upside, in my view only, simply on the commercialisation of their GvHD product in Japan and the very real prosects of a far larger opportunity in the US, thanks to the reimbursement pricing, and, the prospect of rare paediatric disease vouchers (worth unknown really but numbers from $US200-$US350M are bandied about with some justification)
Supportive clinical evidence garnered over the last 5 years suggests that the off the shelf stem cell platform which has created at least 2 other Phase 3 trials in disc and CHF, together with Phase 2 trials in kidney disease and rheumatoid arthritis, are being carried out at zero cost in the current valuation....unfortunately, this is a situation which will not be lost on a corporate, especially a group like Celgene which in my view, was granted an astounding free kick for another 6 months, to gain further insights into MSB's oncology portfolio, including of course, the US version of Temcell...draw your own conclusions!
Finally, is it the Panda bear which eats, roots, shoots and leaves, or is it the humble Wombat ( being given lessons in life by a self-effacing 20 something year old? We need to be told!)
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Fair call fastenyourseatbelt although your description of this...
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