MSB 1.09% 92.5¢ mesoblast limited

Where is Novartis?, page-429

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    I am hopeful of that happening also. I think that is the best outcome for shareholders.

    If we had a FDA approval I would say it was likely but as we don’t I think it as unlikely with low probability.

    The benefit of delay is to Novartis alone. SI and MSB look more and more clueless as time passes, via the ‘very very soon’ statements.

    If SI has another player interested to rival Novartis it would be beneficial to have that leaked about now. But SI continuing to bang on about the strength of the Novartis relationship has me thinking that he’s backing one play only.

    On a side note I sensed on the recent webinar that Josh Muntner was nervous and unsure of himself. Admittedly until then I hadn’t heard him speak much at all. With the money that he is being paid, I was very unimpressed. He’s a pup in my mind - a very expensive pup.

    We are close to knowing something I reckon.
 
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