MSB 1.73% $1.18 mesoblast limited

if I can potentially manage expectations for our own sanity, I...

  1. 362 Posts.
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    if I can potentially manage expectations for our own sanity, I don’t think FDA BLA acceptance and priority review will add any real sanity to the share price in the short term. Over the medium term - 100%. Underlying, approval will support strengthening fundamentals for funds, partnership attractiveness and certainly get the commercialisation clock for Ryoncil officially started. But volatility in the short term (markets) will probably overshadow the enormous value that this milestone will represent longer term. Share price will spike up intra day and get sold into. Don’t let that discourage. Value will start to build slowly (through the swings) thereafter. Only covid treatment and/or a partnership deal and/or successful phase 3 back readings would most likely drive share price improvement that is outside (not aligned to) general asx movements. The thing is, that all three of these latter items are only 3 months or so away
    Last edited by pezsaz: 25/03/20
 
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