MSB 3.76% $1.03 mesoblast limited

things I've learnt over the last 14 months, page-25

  1. 163 Posts.
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    Agree that rgs announcement is positive news for the sector. I was skeptical they would deliver on time but they have. And more positive developments are good for the regenerative space.

    rgs has a positive Japan partnership & now phase I results. Both promoted as re-rate catalysts but rgs SP declined after the first and remains flat now.

    Meanwhile msb value has moved a lot over the past year. I moved my regenerative medicine holdings from rgs to msb last year and that has turned out very positive. But I am surprised rgs SP stays flat as a tack.

    msb has keen interest while rgs barely rates despite positive news. Is that msb's much larger mkt cap? Better mgmt and communications? msb further along with trials & closer to commercial viability? Or are rgs still wearing the ABC media drama?

    But hopefully a rising tide of good regenerative medicine news lifts all boats.
 
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