MSB 1.40% $1.09 mesoblast limited

Would have, could have, should have…..3 years ago

  1. 111 Posts.
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    Almost 3 years have past since the ODAC vote of 9-1 in support of our product for aGVHD. Our SP was more than 10X from where it’s languishing now.

    As a LTH, the company has provided me with an opportunity to be a part of a game changing healthcare company that could really save and sustain lives. It’s such a shame that 3 years later management has not been able to execute.

    Once the blood letting has been stemmed, management needs to be much more transparent with SH’s with clear actions and timelines and not spin. Management as far as I’m concerned has no more capital and credibility with SH’s and they need to work on gaining this ASAP. Whether it be a deal that they’re working on, or at a minimum the Type A meeting with some quick wins that can restore faith in the company.

    There are some green shoots with the tick on CMC from the FDA. What I hope we don’t see is the Type A meeting resulting in some form of Spin from SI and team.

    As the great poet Jon Bon Jovi once said “keep the faith” so I too will do this for a little bit longer, as I have faith in the science.
 
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