@stockrock
Re "If they partnered the program and gave away 50% of the future cash flows, you'd be telling us what a terrible deal it was."
Can't speak for what madamswer will say in reply. However my view is unequivocally no I wouldn't say a partnership is a terrible deal; Mesoblast need a partner, I'd hoped the agvhd progress would yield one. It's a small market so 50% is no big loss when compared with the step up in acceptance from the market.
The best verification for the products and future investment is the acceptance of a big partner. Debt at this stage is probably slightly better than Kentgrove, but, without yet knowing the details of this proposed debt, it is hard to say.
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