MSB 5.99% $1.15 mesoblast limited

As a rough rule of thumb I think they could. Be doing 100,000...

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    As a rough rule of thumb I think they could. Be doing 100,000 treatments at a margin of 10 grand a treatment. That gives you profits of 1bn out of Singapore with special status and I honestly think that a pe of 30 is cheap particularly if it is of the royalty variety . The other thing to bear in mind is that the mac's are far less co to easily than the mscs from a manufacturing standpoint . But 1bn of us dollar profits in 2023 is not out of order . Incyte is a 21 by mkt cap with jakafi while meso is a tad less than 2 . Meso could massively dent jakafis met8 share in gvhd and also get al sorts of other indications like crohns ards ra etc . But the original company has the whole suite of heart products and back products that are just as big . It is going to be an interesting few months but I keep thinking that this thing works and there are multiple levers to success to this company , most of all with its patent position it has the chance to be the platform for stem cells which is why the meeting last week along with the fda's tough position might in the. Long run be good for the old blast .
 
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