I have thought about this for a while. I'm not sure how this company would be taken out even after aGVHD approval given the 2 blockbuster applications (CLBP and CHF) are not resolved but are closer than ever to the finishing line. These would indications would dwarf any valuation purchased based on aGVHD. And I'm not sure any Pharma would be prepared t pay an extreme premium based on potential approval of these 2 indications. Such a premium would be a multiple of a premium of an already high premium just for aGVHD. Can't see it happening.
For SI and GG to sell out at the beginning of the actual sustainable commercialization of MSB as a biotech after this many years, makes no sense to me.
Valuation, page-9
-
- There are more pages in this discussion • 82 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add MSB (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
99.0¢ |
Change
0.010(1.02%) |
Mkt cap ! $1.130B | |||
| Open | High | Low | Value | Volume |
| 99.5¢ | $1.02 | 98.5¢ | $5.507M | 5.501M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 9996 | 99.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 99.5¢ | 18069 | 3 |
View Market Depth
| Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
| MSB (ASX) Chart |