MSB 3.54% $1.09 mesoblast limited

Agreed. Would love to have a recent analyst report who has done...

  1. 6,346 Posts.
    lightbulb Created with Sketch. 2580
    Agreed. Would love to have a recent analyst report who has done a decent deep dive on all indications. I suspect everything will change after the first Rem-L approval. No point going to that depth until then, I would imagine. For now (and definitely in 30's) it was very clear buy, with very limited downside. Yes, I look at insiders buying (and still buying in 80's and 90's) but I also look at shorts who have gone very quiet. So longs and shorts believe the approval likelihood is very high. I would add that shorts are more informed than most longs based on their success rate.

    There are a lot of disappointed and damaged investors from 4 years ago and that's why we are sensibly not seeing all the huge valuation posts these days.

    It's a beast to try to value without looking too conservative or greedy. For me, I am looking beyond aGVHD and waiting for the full value of CLBP (low hanging fruit, imo) to be reflected in the SP, before I would even consider selling any shares. That would require an approval and a decent revenue ramp. A CHF partnership should also have been established by then.
 
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Last trade - 16.10pm 09/05/2024 (20 minute delay) ?
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