Its been some time , but these results are gold.
Given remestemcel approval , how much of the valuation of MSB would be contributed to this indication? We are looking at a indication that would generate peak sales well north of $10 billion US. This is just one of how many indications?
Yes a P3 would need to be compleated however the trial would be short and very fast. 3 months and data would be ready for a lable exstention . 2024
Many big pharma would be keen however for Takeda Remestemcel-L is in a different category. "Must have"
There bigest seller is for this indication. They have a competitive MAB drug showing significant results of 25% CR , twice as good . Remestemcel looks like close to 100%. The current best seller markets for around $26000 per patient per year.
Remestemcel-L Better cheaper and at worp speed.
At the current SP of .95 we can be confident that the market has discounted the SP for the probability of FDA rejection. I am a optimist, 50/50 chance in my opiion.
I am not the market maker, my opinion means little to the market. Could the market only be giving MSB a 5% probability of FDA approval?
So if the market is applying a 95% discount and the FDA removes that discount by approving the GVHD indication or giveing a clear indication that the potancy assays are approvable would a SP of $20 be considerd fare value?
Good luck.
- Forums
- ASX - By Stock
- MSB
- Ann: Ulcerative Colitis & Crohns Results Presented at ECCO
Ann: Ulcerative Colitis & Crohns Results Presented at ECCO, page-176
-
- There are more pages in this discussion • 27 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
(20min delay)
|
|||||
Last
$1.46 |
Change
0.015(1.04%) |
Mkt cap ! $1.661B |
Open | High | Low | Value | Volume |
$1.44 | $1.46 | $1.40 | $3.815M | 2.664M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 11031 | $1.45 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.46 | 14844 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 11031 | 1.450 |
1 | 17000 | 1.440 |
5 | 100670 | 1.435 |
4 | 42962 | 1.430 |
2 | 30429 | 1.425 |
Price($) | Vol. | No. |
---|---|---|
1.455 | 10289 | 1 |
1.460 | 93336 | 5 |
1.465 | 31016 | 2 |
1.470 | 32929 | 2 |
1.475 | 36108 | 1 |
Last trade - 16.10pm 15/10/2024 (20 minute delay) ? |
Featured News
MSB (ASX) Chart |
The Watchlist
JBY
JAMES BAY MINERALS LIMITED
Andrew Dornan, Executive Director
Andrew Dornan
Executive Director
SPONSORED BY The Market Online