banter and General Discussion, page-10576

other, I saw your comment that if you are... correct Ryoncil will achieve reimbursement pricing of approx $600-650k per whole treatment versus hospitalisation costs often treble using standard treatment algorithms.Analysts were using $300k back in 2018, and it has been gradually increased. By whole treatment do you mean the standard 4 weeks x 2 doses per week, or do you also allow for the people who need a followup treatment and then get up to $650k average? Is this a reimbursement estimate for paediatric, or adults or an average assuming adult market eventually 5x size of kids market. The difference in body mass between kids and adults of course making an adult treatment more expensive.Have you run these numbers past anyone, or is there a source, or is this what is being discussed as a likely treatment price at present?If Meso can get double the 2018 analysts' sales price estimates, and assuming the production cost is similar (at least not double), then gross margins would be much higher and valuations would be much higher. Let's say the original GM was 60% i.e. $US180k, then the Cost of Goods would've been $US120k. If the cost of production were still the same, the GM would now be closer to $US500k - that means the valuation now would be 2.8x the valuation back then. The value per share now would be around 1.4x what it was worth back in 2018 since we have around 2x the number of shares.Kids' market size would rise from $US120m (400 x $300k) to $US300m (500 x $600k).

ET

Aloha