MSB 5.50% $1.38 mesoblast limited

MSB Trading 2020 - a new dawn, page-1901

  1. 653 Posts.
    lightbulb Created with Sketch. 128
    After listening to the presentation I feel that 5.50 today is a real possibility mainly because of 2 take aways.

    Firstly, using temcell as a guide they said the Japanese cost of treatment generally represents a 50% discount to what can be charged in the US - i think most models used the same price and multiplied it by an increased patient cohert (the expected sales can now be DOUBLED).

    Secondly, confirmation that non-covid ARDS patients are 60,000-70,000 annually. Remember we treat those in life or death situations, so we can assume that we charge a minimum of 100k/ treatment... you do the maths!
    Last edited by IronMike94: 27/08/20
 
watchlist Created with Sketch. Add MSB (ASX) to my watchlist
(20min delay)
Last
$1.38
Change
-0.080(5.50%)
Mkt cap ! $1.569B
Open High Low Value Volume
$1.43 $1.43 $1.37 $5.321M 3.829M

Buyers (Bids)

No. Vol. Price($)
4 12214 $1.38
 

Sellers (Offers)

Price($) Vol. No.
$1.38 37660 5
View Market Depth
Last trade - 16.10pm 16/10/2024 (20 minute delay) ?
MSB (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.