MSB 13.0% $1.31 mesoblast limited

Ann: COVID ARDS Trial Topline 60-Day Results, page-459

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    Well, if you only look at the cost of that person’s stem treatment compared to the ICU cost, the stems are probably delivered at less cost than a 30 day ICU stay. Assuming of course there is a significant reduction in ICU time by having stems. But this is an open question.

    But, the insurmountable problem with your simplistic approach is that it’s faulty to look at it that way. You need to look at the total cost of all people who are injected with stems against the savings in other treatments including ICU.

    Here stems get blown out of the water. Because you need to inject early and so will need to inject a lot of people who will never get really sick and will recover without expensive treatment. Stems are wildly expensive and so it is cheaper to treat the small percentage of those who do get really sick than inject stems in a whole bunch of people.

    So no, I think my health economics are spot on old boy.
 
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