MSB 2.76% $1.76 mesoblast limited

No one asked, but here are my thoughts on the next 12months. -...

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    No one asked, but here are my thoughts on the next 12months.


    - FDA meeting in April, BLA application in May. Would expect to see share price at $1.5.

    - If we're lucky enough to receive a compelling 12 month readout for CLBP in June, then $2 s/p + would be expected.

    - Then the 6 months to round out the year should include a global partner, aGVHD market launch and CHF primary end point.

    Not to mention any developments with Tasly, LVAD direction and unforeseen positives. The Broker reports for $4-$5 could definitely be hit by Christmas.

    A few negative announcements I'm wary of include.

    - The company decides to take up the option on the Kentrgrove finance facilty or new loan agreements as I believe the mounting pile of debt could kill us before lift off if any product delays occur. ( history shows they will )

    - Failed endpoint on CLBP of CHF will demolish us.

    - aGVHD delays or BLA rejection will drop us well below $1 IMO.

    Corrections encouraged.
 
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