The good old Madam ....took you a while to reply to that note and pretty solid analysis by Kevin Degeeter.
Even more solid, if you are aware , that the "North American based broking analysts" your referring to and Teva - until recently shared the same Chairman ( yes billionaire Dr Frost..who after many years as chairman and following the recommendation of the current Teva CEO has recently retired. Frosty is still the chairman of Ladenberg Thalmann).
Do you think Frosty knows 1 or 2 things about Mesoblast ?
In an earlier 2013 year note , Ladenderg Thalmann outlined how Teva could monetize their investment in MSB. I understand how heart failure is not (presently) a core business ..but to much opportunity is at stake to ignore it.
Please DYOR.
My opinion only.
GLTAH - 2015
The good old Madam ....took you a while to reply to that note...
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