MSB 1.02% 99.0¢ mesoblast limited

Ann: MSB Enters Into Cardiovascular Alliance For China With Tasly, page-201

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    Just for fun, some wild speculation as I like to do from time to time. You might want to double check my sums or assumptions.

    The base figure I'm using for heart failure is from a translated page 3 of the Tasly Pharmaceutical Group Co., Ltd. disclosure document,

    The prevalence of heart failure in China is 1.3%, and it is estimated that there are at least 10 million patients with different degrees.

    So I will take that at 10% of 10 million, 1 million people who might need treatment to begin with, at a fairly conservative, I hope, $10,000 per treatment dose, should only be once per patient if it works as planned.

    That gives $10,000,000,000 or $10 billion, in your currency of choice, to treat 1 million people per annum and we know the royalty is double digits so I will take the lowest at 10%.

    That makes One Billion dollars payable to MSB.

    Would that make a difference to the share price?

    And there are probably some other products too, in other countries.


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