MSB 1.40% $1.09 mesoblast limited

That's fiddly to calculate for COVID ARDS as waves of COVID...

  1. 11,249 Posts.
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    That's fiddly to calculate for COVID ARDS as waves of COVID infections are difficult to guess. I guess just treat it as growth potential.

    As for Non-covid ARDS (the more stable treatment opportunity), assuming pricing is the same as US (which is probably optimistic) royalty revenue for top 5 European countries by population would be about AUD $600M. With less optimistic pricing maybe add AUD $400M royalty revenue.

    I've assumed 20% of the moderate and severe cases are treated.

    I guess a deal for Europe would most likely be for all of Europe rather than just the top 5 countries.

    Depending on P/E used would add $17.55 to $55.28 to the MSB share price.



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