Its been some time , but these results are gold.
Given remestemcel approval , how much of the valuation of MSB would be contributed to this indication? We are looking at a indication that would generate peak sales well north of $10 billion US. This is just one of how many indications?
Yes a P3 would need to be compleated however the trial would be short and very fast. 3 months and data would be ready for a lable exstention . 2024
Many big pharma would be keen however for Takeda Remestemcel-L is in a different category. "Must have"
There bigest seller is for this indication. They have a competitive MAB drug showing significant results of 25% CR , twice as good . Remestemcel looks like close to 100%. The current best seller markets for around $26000 per patient per year.
Remestemcel-L Better cheaper and at worp speed.
At the current SP of .95 we can be confident that the market has discounted the SP for the probability of FDA rejection. I am a optimist, 50/50 chance in my opiion.
I am not the market maker, my opinion means little to the market. Could the market only be giving MSB a 5% probability of FDA approval?
So if the market is applying a 95% discount and the FDA removes that discount by approving the GVHD indication or giveing a clear indication that the potancy assays are approvable would a SP of $20 be considerd fare value?
Good luck.
- Forums
- ASX - By Stock
- MSB
- Ann: Ulcerative Colitis & Crohns Results Presented at ECCO
Ann: Ulcerative Colitis & Crohns Results Presented at ECCO, page-176
-
- There are more pages in this discussion • 27 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add MSB (ASX) to my watchlist
(20min delay)
|
|||||
Last
94.0¢ |
Change
-0.020(2.08%) |
Mkt cap ! $1.073B |
Open | High | Low | Value | Volume |
95.5¢ | 97.0¢ | 93.5¢ | $1.424M | 1.507M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
8 | 29390 | 93.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
94.5¢ | 14089 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
8 | 29390 | 0.935 |
12 | 175098 | 0.930 |
7 | 101559 | 0.925 |
8 | 126323 | 0.920 |
10 | 99179 | 0.915 |
Price($) | Vol. | No. |
---|---|---|
0.945 | 14089 | 2 |
0.950 | 32015 | 3 |
0.955 | 49989 | 4 |
0.960 | 32869 | 2 |
0.965 | 35384 | 2 |
Last trade - 16.10pm 13/09/2024 (20 minute delay) ? |
Featured News
MSB (ASX) Chart |
The Watchlist
LPM
LITHIUM PLUS MINERALS LTD.
Simon Kidston, Non--Executive Director
Simon Kidston
Non--Executive Director
SPONSORED BY The Market Online