MSB trading, page-692

@travelightor

You don’t believe debt is a source of funding? What is it then?

You want to blame MSB for not predicting another companies demise? Then why don’t you applaud MSB for not signing away two programs (one of which is fully derisked now and will start generating revenue next year, 100% of proceeds going to MSB) to MNK who would have shelved them.

You want to “read between the lines” of Celgene’s decision to sell their stake in MSB? Maybe you live in an idealistic world, where everybody is friends and the big pharmaceutical companies are nice people. Sometimes conflicts happen and deals fall over. I can see a large pharma offering terms that were simply unacceptable to Silvui and from that, relations sour and everybody wants to part ways. It’s business.

I also guess your opinion on these should take prominence over decades of clinical trials, where no safety concerns have been identified and where one product has been available in Japan for a couple of years and has recently met its phase 3 FDA clinical trial and will be available in the US end of next year.

I am by no means saying MSB can go it alone, yes I agree they need a partner.

All I ask investors to do, is to allow yourself to take a step back and look at what MSB has to offer in terms of potential partnerships TODAY. My opinion is that you may find that partner or two in the next 12 months is very possible.

All the best