Aug. 27 at 2:49 PM
$MESO (L)
Posted my Q2 call notes in Chat- another setup I see relatively little on elsewhere
1,100 patents/pending, IP to 2044 (long runway= high strategic value to acquirer)
First-mover advantage (first and only mesenchymal stromal cell product approved by the FDA), complex manufacturing + unique know-how for scaling up
$10B TAM in CLBP alone, then layer in SR-aGvHD, heart failure & DMD among others
Also, burn rate of just
$17.3M for back half of fiscal year (like how lean the operation is)