@aatisket
You are absolutely correct, partnering is the surest and minimal-risk approach .. but for that you give up a lot of value.
We can talk about this all we want, but the man making the decision has all the facts available to him and we simply do not.
From what he has told us, the pediatric aGVHD program will be easy to launch. They already have access/relationships with half the clinics in the US (15 clinics).
To give away half your cash flows to pay for a big pharma to distribute your product over 30 clinics, thats a big price to pay and in my mind makes no commercial sense.
Mesoblast have a breakthrough treatment with no alternative treatment available. It won't be a hard sell.
But again, we all have our views. I guess we will at least know the lights will be on for the foreseeable future, and that we are in no hurry to partner the other programs. Let the clinical trials drive the price of MSB for now ... and not the need to raise capital every quarter.
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