The company did state in thd FDA meetings announcment that and I quote,
"In North America and EU5 countries, Mesoblast estimates that the addressable market opportunity is in excess of $US700 million per annum"
I take the US$700m as just being the pediatric market for the regions above.
This checks out
30,000 x 25% children x 50% agvhd =3,750 pediatric cases x $195,000= US$731,250,000
If the adult label extension is given then there is potential to add a few thousand more adult cases potentially doubling the revenue per annum to US$1.5B-$2B depending on pricing.
At the current market cap none of this has been priced into the SP. The company is purely valued on its research, data and patents and maturity in the cell therapy space. Haven't even scratched the surface if the potential yet. But its coming....
MSB Trading - 2019, page-1152
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