MSB Trading 2020 - a new dawn, page-1561

  1. 98 Posts.
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    My gut and noggin' tell me that COVID pricing will not be standard 'retail' Remestemcel-L pricing.

    COVID is a one-off, pandemic in which there is a short-term critical need. Governments do not want to be seen as being taking advantage of and companies (e.g: MESOBLAST) don't want to be seen as taking advantage in a pandemic situation. And from MSB's perspective they are creating a new paradigm / industry in and need governments on their side to rapidly grow their product lines.

    Whilst I understand the arguments surrounding the pricing power that comes from the positioning of REM-L as last line of defence, in a world where there is a critical need for what we have, I can see room for deals where COVID-19 price is discounted against other future positives (such as minimising access hurdles, manufacturing, etc)

    In particular, if deals are done with governments (or EU) there are multiple future kickers governments can offer Mesoblast which might be enough to "discount" the retail price of COVID-related use (as opposed to general non-COVID ARDS use) .

    I think, if required, playing the slightly longer game in this pandemic situation will position Mesoblast for the medium / long term.

    All IMHO.
 
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Last
$2.28
Change
-0.030(1.30%)
Mkt cap ! $2.918B
Open High Low Value Volume
$2.32 $2.39 $2.24 $12.37M 5.361M

Buyers (Bids)

No. Vol. Price($)
9 28219 $2.40
 

Sellers (Offers)

Price($) Vol. No.
$2.14 124 2
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Last trade - 15.59pm 22/07/2025 (20 minute delay) ?
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