MSB 0.76% $1.31 mesoblast limited

Revenue from Japan, page-7

  1. 310 Posts.
    lightbulb Created with Sketch. 13
    Remember the treatment was measured on a 100 day survival where 64% of patients responded to treatment, meaning 36% did not. Of that 64%, 100 day survival was 81% with the non responder survival rate at 39%.

    Bringing these 2 percentages together gets a 51.8% (0.64*0.81) chance of survival to day 100 when using Prochymal... that's really not that great especially when compared to the non-responder 100 day survival at 39%.

    So all up, this treatment provides an additional 12.8% chance of surviving to day 100.... and that costs US $113 000 to $170 000.

    With minimal side effects it comes down to cost. Do you think people are willing to pay that much for a 12.8% chance? I think some people will.... but will the majority of the market pay it, maybe, maybe not it will depend on subsidies.


    This is a simplified scenario in the fact that I have not accounted for grade of disease (B, C, D), you can do your own math for each grade. Someone please check my logic, I think it is sound. If you can prove otherwise, then good on you.
 
watchlist Created with Sketch. Add MSB (ASX) to my watchlist
(20min delay)
Last
$1.31
Change
-0.010(0.76%)
Mkt cap ! $1.495B
Open High Low Value Volume
$1.31 $1.33 $1.28 $1.819M 1.396M

Buyers (Bids)

No. Vol. Price($)
2 29972 $1.31
 

Sellers (Offers)

Price($) Vol. No.
$1.31 2008 1
View Market Depth
Last trade - 16.10pm 01/11/2024 (20 minute delay) ?
MSB (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.