MSB 1.29% $1.18 mesoblast limited

MSB Trading 2020 - a new dawn, page-4269

  1. 92 Posts.
    lightbulb Created with Sketch. 93
    Based on 10,000 doses in 6 months and 20,000 in 1 year this gives the initial value of COVID-19 approval of $40 per share, of course based on assumptions:

    - $60,000 per treatment (2 doses, $1.2b revenue)
    - 10% royalty payment to Osiris (maximum assumed, $120m)
    - cost base of 40% ($401m)
    - additional business costs of $78m (based on last fy)
    - no income tax accounted for (although others have noted msb has around $500m in tax credits so tax would be minimal at least for the first year)

    - ($60,000 x 20,000 x 0.9 x 0.4) - $78m = $601.2m/586,586,780 = $1.02 per share x 41 (p/e ratio of csl) = $41.82
 
watchlist Created with Sketch. Add MSB (ASX) to my watchlist
(20min delay)
Last
$1.18
Change
0.015(1.29%)
Mkt cap ! $1.347B
Open High Low Value Volume
$1.15 $1.20 $1.15 $4.551M 3.886M

Buyers (Bids)

No. Vol. Price($)
2 98246 $1.17
 

Sellers (Offers)

Price($) Vol. No.
$1.18 19079 2
View Market Depth
Last trade - 16.10pm 16/07/2024 (20 minute delay) ?
MSB (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.