MSB 0.27% 92.3¢ 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
92.3¢
Change
-0.003(0.27%)
Mkt cap ! $1.050B
Open High Low Value Volume
92.0¢ 92.5¢ 91.5¢ $381.2K 414.6K

Buyers (Bids)

No. Vol. Price($)
1 349 92.0¢
 

Sellers (Offers)

Price($) Vol. No.
92.5¢ 39051 20
View Market Depth
Last trade - 10.47am 18/09/2024 (20 minute delay) ?
MSB (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.