MSB 4.89% $1.07 mesoblast limited

I'm essentially with Vin and 4Seasons on this one. The review...

  1. 96 Posts.
    lightbulb Created with Sketch. 2
    I'm essentially with Vin and 4Seasons on this one. The review can work both ways. It prudently protects Teva's bottom line but is also a great opportunity to fast track. What I am more sceptical about is the time-frame. I'd be surprised if the review takes place as early as 1st quarter 2014 as I'd imagine they would need to follow up on these early patients for at least 6 or 12 months. This is still "early" as a full Phase III normally takes about 3 years. I, of course, hope I'm wrong and that an even earlier review shows such compelling evidence of efficacy that the road to market is fast-tracked but I think we should avoid seeing a delay as bad news.
 
watchlist Created with Sketch. Add MSB (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.