MSB 3.21% $1.13 mesoblast limited

Tracking Valuations, page-25

  1. l
    449 Posts.
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    Wombatt777, I'm curious why you have a relatively low value for ongoing Covid ARDS.

    I understood from the Alan Kohler interview with SI that MSB are working on the basis of an ongoing annual 100,000 Covid related cases in the US(?). On this basis Covid ARDS and Pneumonia ARDS are probably of a similar ongoing annual value.

    I'm also curious how you decided on the 13.8 after tax margin?

    Thanks for posting your valuation model

 
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