MSB 2.91% $1.06 mesoblast limited

Bell Potter downgrade 23 November 2015, page-31

  1. 30,350 Posts.
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    It's great that the precise remuneration information has been released. It's been reported in here from myself and others who attended the AGM that the reimbursement for the aGVHD was going to be much higher than the market expected.

    US $113 k per patient is a seriously good figure. It's VERY positive. As foreshadowed.

    Also this would correlate in the US market as the FDA has followed the lead of Japan.(as I and some others foreshadowed in here, and were dismissed by some in here who don't like a positive message getting out).

    So we have two significant markets for this very highly remunerated treatment, and the money will begin flowing early 2016.

    Great pick up nikki.

    (I admit to having posting fatigue and didn't bother reading the detail of the report. MSB has occupied far to much of my time in the past week. It's been ridiculous, actually).
 
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