Hi @stokdog,
re your observation " Large players could offer a deal that is too good to refuse for the PLATFORM",
it begs the question: What would be a deal 'too good to refuse' for a platform - say Remestemcel-l - which has:
- ownership of its own IP, including first-in-class patent protection to defend itself in all significant global markets
- passed all phases of research & then clinical development up to Ph IV,
- a massive use database second to none in the cell therapy industry,
- a first-in-class FDA approval in the largest & most persuasive market in the world,
- reference pricing agreed with payers,
- a funded clinical trial in the USA,
- demonstrated commercial manufacturing capability of its protocols,
- a PLI with zero 483s, &
- critically has label expansion indications queueing up with Accelerated Approval pathway endorsement from the hardest regulator etc etc
Talk about emerging value. How about EMERGING VALUE!!!!.
Honestly, I can't think of a number now that could possibly bring any reasoned analysis to this calculation & that didn't end up in completely speculative multiple tens of billions of US dollars. And, as far as a number later goes, forget it.
Cheers
GLTA(LT)H
- Forums
- ASX - By Stock
- MSB
- Valuation
Valuation, page-14
-
- There are more pages in this discussion • 77 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add MSB (ASX) to my watchlist
|
|||||
Last
99.0¢ |
Change
-0.035(3.41%) |
Mkt cap ! $1.130B |
Open | High | Low | Value | Volume |
$1.03 | $1.04 | 96.5¢ | $8.837M | 8.885M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 59782 | 99.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
99.5¢ | 26617 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 59782 | 0.990 |
1 | 10000 | 0.980 |
1 | 20000 | 0.975 |
19 | 191088 | 0.970 |
5 | 91150 | 0.965 |
Price($) | Vol. | No. |
---|---|---|
0.995 | 26617 | 2 |
1.000 | 127185 | 8 |
1.005 | 61027 | 3 |
1.010 | 5000 | 2 |
1.015 | 7142 | 3 |
Last trade - 16.10pm 24/06/2024 (20 minute delay) ? |
Featured News
MSB (ASX) Chart |