No source, nothing to elaborate . . . . simply following the chain of thought from the article in the Australian today, another post that referenced Calico etc . . . . .
I am working on the theory that they don't want to have to raise funds with a public offering again after the Nasdaq debacle, and that a deal with a cashed-up silicon valley company that has a proven record of turning ideas in to money is the way they'll chose to go.
This is all all my theory, made up in my own head this morning, based on the way I would go about doing things if I was SI. He has really exciting ideas, the science is sound, the IP is great, but he does have a record of commercialisation which might be impressive by Melbourne standards, but which is really not that impressive at all when compared to a thousand tech geeks in Northern California who know how to turn a crappy app into a multi-billion dollar business. Mesoblast IP is a thousand times more valuable than a crappy app, and it would be worth a whole lot more if it was combined with the excitement that these companies can bring.
Again - my opinion only, I'm really guessing here . . . . . sometimes it's nice to put your ideas out there and see what others think . . . . . .
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