MSB 6.55% $1.47 mesoblast limited

MSB Trading - 2020, page-20323

  1. 4,203 Posts.
    lightbulb Created with Sketch. 5498
    She a classic "Past caster"

    The second the ARDS results are conclusively a pass, watch the re-rate happen.

    It's factored in that they believe it will fail...... they will fail, all of them - ARDS, back pain and heart failure trials.

    Even just the AGVHD market, if JCR made it to 3 million USD in royalties a quarter ( and growing ), and the US is 8 times bigger - we are looking at somewhere between 100 million ( if mesoblast make the same royalty figure that JCR pay ) to maybe 300 - 500 million if they bring to market themselves. That alone would suggest another re-rate is needed on aGvHD approval
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