MSB 3.21% $1.13 mesoblast limited

Morningstar $2.10 valuation, page-2

  1. 1,254 Posts.
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    Thanks @stockrock.

    Interesting to see that Morningstar appears not to have heeded Silviu's very clear statement in the latest conf call that MPC-300-IV for biologic refractory rheumatoid arthritis and diabetic nephropathy is considered by MSB to be their best revenue prospect. (Morningstar - "We are not changing our assessment of other clinical programs currently in train and continue to view the lead MPC-150-IM program in advanced chronic heart failure as the key driver of value for Mesoblast.)

    I think that what Silviu is referring to is that while CHF might be a bigger market than R.A., a successful treatment for R.A. could very likely be extended to the huge market of immune-mediated and inflammatory conditions. Success there would really put a bit of life into this board's $100 plus musings.
    Last edited by benelong: 09/03/17
 
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