If it were as straightforward as it seems, the revenue would be calculated as follows: AUD 2.5M per patient treatment × 50% of 375 pediatric patients = AUD 465.6M in revenue. Applying a 5X, 10X, 15X, and 20X multiplier, the valuation would result in a share price above $10. Given this, why would anyone consider investing in another biotech company undergoing a commercial launch, when this presents a potential return of 300-500%?
That said, there are a few points I’d like to clarify with some knowledgeable individuals here. I just want to confirm these details without being attacked for asking legitimate questions:
- COGS/Manufacturing Costs Transparency: Do we have more clarity on the manufacturing costs?
- Insurance Coverage: Will insurance cover the treatment? Do we have confirmed insurance providers, or are negotiations still ongoing? We’re talking about billion-dollar coverage here.
- MSB Status: To confirm, MSB has not yet treated any patients, correct?
- Guidance from MSB: Can MSB provide some firm revenue or sales guidance within a range?
- Market Competition: Are there cheaper alternatives available on the market?
- Insurance Issues: While we’re dealing with life-and-death situations, it’s important to remember that insurance companies often reject claims—sometimes even for amounts as low as $500—finding reasons in their fine print and backed by strong legal teams.
- Research Credibility: Is the research we’re referring to independent, or is it paid research?
This is a matter of life and death, and I believe loved ones would be willing to sell everything to save the lives of their children. However, the cost of treatment is such that even selling everything may not be enough to solve the issue
PS: Holder of MSB from avg $1.30
(20min delay)