Hi (again) @imback, I think you'll find this material is a...

Hi (again) @imback,

I think you'll find this material is a little too old to get much useful info from.

2023 commentary is already remote, but 2019 commentary is really not sufficiently well informed any more, IMO e.g. allowing AUD0.06 per share for Revascor for CHF with LVAD. This commentary all predates the last CR and reduced capital burn programme. What's more, the analyst gets a little excited about 'master strokes' and 'influence', which is worrying when one is looking at discretionary regulatory approvals. One could have wished they'd asked more questions about, say, the manufacturing process and characterization assays. Oh well.

I'm going to go with the undeniable fact that insiders on the Board of Directors put their hands in their pockets (except Dr Rose) and bought a hell of a lot of shares in Mesoblast over the past 2 months. That fact speaks volumes IMO, and the analysts (except maybe @csrwin 's, as graphed above) don't seem to have come to grips with that expressly in their notes. I don't understand how they could not have respondend to that event - especially given that both CEO Itescu and Dr George were signifianct and publicly identified contributors of capital during the Placement and Entitlement Offers.

Cheers