MSB 1.01% 98.0¢ mesoblast limited

Doing some rough calculations:- USA GvHD market is expected to...

  1. 92 Posts.
    lightbulb Created with Sketch. 93
    Doing some rough calculations:
    - USA GvHD market is expected to be 8x Japan's
    - treatment cost is expected to be 1.25-2x cost of Temcell
    - latest Japan revenue from Temcell is $6.6m usd ($9m aud)
    - Projected annual USA revenue at 2020 levels therefore = $90m-$144m aud

    -Assuming a p/e ratio of 41.8 (equivalent of csl) value of Rynocil approval gives a sp of: $6.43-$10.29 or a valuation of MSB of $3.762b-$6.019b

    - Note that this excludes milestone payments, future Rynocil and Temcell earnings growth and any potential earning from future unapproved products including Covid-19 ARDS.
 
watchlist Created with Sketch. Add MSB (ASX) to my watchlist
(20min delay)
Last
98.0¢
Change
-0.010(1.01%)
Mkt cap ! $1.118B
Open High Low Value Volume
99.5¢ $1.02 97.0¢ $2.821M 2.832M

Buyers (Bids)

No. Vol. Price($)
1 20688 97.5¢
 

Sellers (Offers)

Price($) Vol. No.
99.0¢ 35000 3
View Market Depth
Last trade - 16.10pm 15/08/2024 (20 minute delay) ?
MSB (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.