Hi @Hawk70
Hmm...it may be that AUD19,341,822,891.16 is defensible, on an M&A basis i.e. net assets' intrinsic value + allowance for the synergies to the acquirer's business.
I say this because, clearly, the value that @csrwin referenced wasn't on a multiple of earnings & couldn't be DCF-based, but then does it have to be? I think not. For example, we could just ask Incyte, say, how much they'd pay to ensure there's never, ever a Rux vs Reme clinical trial that they don't control which might cast a shadow over their USD1.01billion in quarterly sales revenue (up 9%) i.e. annualised at AUD 6,222,222,221.53 per annum.
Although, I feel I have to point out, if it's the case that Mesoblast Ltd is being valued on an M&A basis then they're using an awfully big discount factor, IMO.
Hey, it's the weekend. Not advice anyone, so dont rely on my jocular analyses. DYOR as always
Cheers, & have a good weekend all
GLTA(LT)H
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