MSB 2.03% $1.45 mesoblast limited

I am pretty sure this has been stated before but if:Annual...

  1. 552 Posts.
    lightbulb Created with Sketch. 200
    I am pretty sure this has been stated before but if:

    Annual Paediatric Market for aGVHD refractory to all other treatments ~ 2000 cases per year

    @ $200k treatment = $400m annualised potential revenue
    @ $400k treatment = $800m annualised potential revenue
    @ $600k treatment = $1.2b annualised potential revenue

    If i use a super conservative 10 x PE to establish a potential valuation (noting that the industry is apparently trading at PE of 45.8 (see below)

    Then would it be fair to say conservatively, that approval of aGVHD might result in a valuation range of :

    @ $200k treatment = $400m x 10 = $4b or ~$3.50 /share
    @ $400k treatment = $800m x 10 = $8b or ~$7.00 /share
    @ $600k treatment = $1.2b x 10 =$12b or $10.50/share

    Even with a PE of 5, the numbers still appear pretty hard to get my head around.

    Of course there are some important hurdles to overcome before any of this could be realised and my logic might be way off

    good luck all

    DYOR and not investment advice
    V


    https://hotcopper.com.au/data/attachments/6260/6260736-b23b38e11c9da9f1d103f6ed6df4f22b.jpg
 
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