MSB 0.23% $2.20 mesoblast limited

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    The following is taken from Bellpotter.

    Under MSB’s December 2017 patent license agreement with Tigenix (now a whollyowned subsidiary of Takeda), apart from the initial €10m that we modelled, MSB alsostands to receive an additional €10.0m when Takeda reaches certain productregulatory milestones and single digit royalties on net sales of Alofisel. Alofisel wasapproved in Europe in March 2018 for the treatment of complex perianal fistulas inadult patients with nonactive/mildly active luminal Crohn’s disease, when fistulas haveshown an inadequate response to at least one conventional or biologic therapy. Weunderstand Takeda is currently involved with the NICE and other regulatory authoritieson pricing and reimbursement for the product. A US launch is expected for the productsubject to trial results in 2021. As per EvaluatePharma in 2024, worldwide consensussales for Alofisel are forecast to reach US$529 million. At this stage we do not modelthe regulatory milestones (€10.0m) or royalties from Alofisel, which represents apotential upside to our valuation.

    Any idea what single digit the royalties will be? 1% vs 9% is a large difference.
 
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