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Morningstar's Take MSB
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Price 04-07-2015
Fair Value Estimate
Uncertainty
1
3.28 AUD
7 AUD
Very High
2
3
Consider Buy
Consider Sell
Economic Moat
4
3.5 AUD
12.25 AUD
None
5
6
Stewardship Rating
7
Standard
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1
Bulls Say
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First-mover advantage in a potentially large market.
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Strong balance sheet.
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Broad late-stage pipeline withfive phase III clinical trials underway.
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1
Bears Say
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Mesoblast is yet to develop a product that has been commercialised.
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A new class of therapy not yet fully understood or proven, so arguably there is a higher-than-average risk that harmful side effects could emerge.
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Industrial scale manufacturing may present challenges.
(20min delay)