So the turtle is on trend. Seems like there is still some structure of the MSB Hot Copper Believer types.
Great to see so many threads pushing out the same "post" on what is represented to be on another forum other than HotCopper.
I am unsure how MSB would muster any momentum like 35% P/E even it miracuoulsy achieves the revenue that forms part of the analysis. Where does MSB go from FDA CRL, to revenue? No explanation in the suppposed "analysis". Of course, believers assume this.
After 18 years, MSB has quote some inertia. MSB needs to prove a number of things it represented sancrosanct. Potency consistency has always been its gammy leg...
I do like the coverage that correlates gene therpaies and MSB's pathway. An oscar for the best supporting actress goes to...Attenuated Adeno Virus..
Correct me if I am wrong, gene therapies are more accepted science - just held back by a vector to deliver the payload consistently and without yucky things happening.. We are seeing the joys of a popular vector now with COVID19 vaccines
MSB have yet to convince the FDA that each bag of MSC's, does the same the work, as the last bag of MSC's and those beforehand.....
Turtle talk is a little more emotive - the word "kids aGHVD" sticks out. Whats that about?
But hey, good work on the SP upramp.
I think MSB are a fire sale if Novartis walk.
But thats my "non holder" view.
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