MSB 5.50% $1.38 mesoblast limited

After listening to the presentation I feel that 5.50 today is a...

  1. 653 Posts.
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    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
 
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