MSB 10.4% $1.49 mesoblast limited

2024 Here we go again., page-596

  1. 4,195 Posts.
    lightbulb Created with Sketch. 5493
    I was going to say, it looks like MSB has revised their estimated numbers, now targetting 500 children with GvHD and 5 x that..... 2500 adults.

    Children,
    Estimated $500,000 cost per treatment
    Revenue could be up to 250 million USD from pediatric, and 1.25 billion for adults with that specific targeted group treated.
    assuming 50% margin,
    188 million AUD possible profit - pediatrics
    944 million AUD possible profit - adults

    PE 20:1 Pediatrics = Share price $3.30 AUD
    PE 20:1 Pediatrics + Adults = Share price $16.61 AUD

    Price today .... $1.18
    Plenty of upsides here, particularly given I have not accounted for any off label use at all.

    Link to the new treatment numbers
    https://youtu.be/XAsqnY2dlDk?si=TYORJAlOVzyzy3vD&t=484


    Last edited by dachopper: 08/05/24
 
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