MSB 0.54% 92.0¢ mesoblast limited

Silvui on Bloomberg, page-13

  1. 15,627 Posts.
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    As the above post highlights, I have been saying for almost a year now - I firmly believe we lack a partnership due to the 'arrogance' of SI .... that and a weak BoD who won't stand up to him ...

    IMO many have 'enquired' about partnerships but walked away due to SI's unwillingness to negotiate a 'reasonable' deal ..... who knows, this 'arrogance' may see him succeed in getting us a remarkable global partnership, but based on the short sellers continually increasing (now above 7% and at a 3 year high) and the market perception represented by today's 12 month low share price of $1.18 it is not looking likely !

    Also now with a MC that has been depleted to ~$600m I struggle to see a 'global partner' coming on board and paying a huge $100m+ upfront either now .... no matter how good the results/science looks in either CLBP or CHF ...

    ..... as everyone on here knows I have always been a big advocate of MSB but have always maintained that IMO SI having the assumed final "say" regarding a deal is the issue we will continue to face..... happy for you to prove me wrong Silviu ?

    GLTAH ... stay strong at these low prices !
    Last edited by col69: 11/12/18
 
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