MSB 3.33% $1.40 mesoblast limited

banter and General Discussion, page-10720

  1. 257 Posts.
    lightbulb Created with Sketch. 102
    "if your money is on approval but you plan to buy up after approval because either way we get diluted, then it sounds like your money isn't on approval, it's on approval with dilution."

    Can't agree more. it comes down to a balanced approach you take with the risk to your capital. sort of diversification of risk involved within a single equity.

    "I wonder what price would yourself and others be willing to pay up to post approval"

    I have the same question to myself I am waiting to buy more.

    In parallel, by end of this year, we would have had two FDA meetings regarding HLHS as well as HFrEF.
    Responses from FDA on these 'somehow' independant of aGVHD influence the SP and partrnership propspects.
    for the stats, late stage HFrEF is around 100,000 patients and LVAD are 2500 patients annualy just in USA. (so, both are big)
    HLHS is arouns 1000 cases annually in USA. (not a small thing either)

    I think, ignoring the Heart feedback from FDA totally and no pre-approval partnerships, just with aGVHD approval in children, with high prospects of label extension into adults (with currently being planned trial), as per my conservative assessment:

    The SP should be between $2.50 and $3.00 AUD.

    where do you think it stands?








 
watchlist Created with Sketch. Add MSB (ASX) to my watchlist
(20min delay)
Last
$1.40
Change
0.045(3.33%)
Mkt cap ! $1.592B
Open High Low Value Volume
$1.35 $1.42 $1.33 $3.802M 2.753M

Buyers (Bids)

No. Vol. Price($)
2 23940 $1.39
 

Sellers (Offers)

Price($) Vol. No.
$1.40 22571 2
View Market Depth
Last trade - 16.10pm 08/11/2024 (20 minute delay) ?
MSB (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.