MSB 0.52% 95.0¢ mesoblast limited

*ALERT* These are numbers for the US population alone. So keep...

  1. 522 Posts.
    lightbulb Created with Sketch. 3626
    *ALERT*
    These are numbers for the US population alone.  So keep that in mind.
    (And remember that Mallickrodt is negotiating for the market for ALL COUNTRIES except China and Japan).

    The number of cases in the US:
    So 22% of the 33 million CLBP cases in US are caused by Degenerative Disc Disease (DDD).
    That equals 7.26 million cases.

    Cost of treating DDD:
    A Microdisectomy or Disectomy typically costs $20,000-$50,000, while Spinal Fusion surgery costs about $80,000-$150,000.

    Assuming conservatively that 50% of patients need surgery, we have about 3.6 million cases in the US for surgical intervention.
    By the way here is the glaring reality:
    "Even with surgical intervention such as spinal fusion or artificial disc replacement, over 50% of patients are considered treatment failures."......UGH!

    If we take a very conservative cost of $50,000 per surgery, the market in the US currently is:
    3.6 million * $50,000 = $180 BILLION

    How much will Mesoblast's single injection cost?
    Wait!
    Mesoblast's injection is not a substitute for surgery. It IS the cure. It heals the disc. So there is nothing to compare it to. Nada.

    So, how much will Mesoblast's single injection be worth?
    $10,000? $25,000, $50,000?

    At the low end of $10,000, that is 3.6 million cases * $10,000 = $36 Billion.
    Just in the US market.


    Do I see the value in investing in Mesoblast? Is this considered value investing?
    wink, wink......


    I am not sure who is salivating more at this point - Mallinckrodt or Mesoblast or me....
 
watchlist Created with Sketch. Add MSB (ASX) to my watchlist
(20min delay)
Last
95.0¢
Change
-0.005(0.52%)
Mkt cap ! $1.084B
Open High Low Value Volume
96.0¢ 98.5¢ 91.5¢ $4.743M 4.999M

Buyers (Bids)

No. Vol. Price($)
3 123302 95.0¢
 

Sellers (Offers)

Price($) Vol. No.
95.5¢ 314 1
View Market Depth
Last trade - 16.10pm 29/08/2024 (20 minute delay) ?
MSB (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.