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$1.35 mesoblast limited

are you suggesting Macquarie have no idea? :confused: cc:...

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ddzx

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01/12/15

12:30

Post #: 16518846
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Originally posted by vinn ↑

No word from the Mc .bank since they stated around mid november "the analyst states that best-case estimates have TEMCELL reimbursment priced at $30k per patient and MSB royalties at 10%."..........Now the official figures from MSB’s partner JCR has formally announced that its acute graft vs. host disease
product TEMCELL has been placed on the NHI reimbursement list effective 26th Nov 2015. Reimbursement price has been fixed at ~US$7,079/bag of 72 mn cells. Depending on length of treatment, this equates to a reimbursement price in Japan per patient for TEMCELL from US$113,000 to US$170,000. .......... Under the deal sales milestones (BPe ~US$4m) as well as royalties in .the mid 20% range are also payable by JCR. We assume that at peak penetration (peak sales of US$110m), MSB will receive ~US$28m in annual royalty revenues. ......Also There is a pre commercial milestone payment 3.5 mill $ due by JCR in the next 3 weeks ....... .............I guess its not in their interest to respond to such positive news ....Cheers Vin ....

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are you suggesting Macquarie have no idea?

cc: @superpanda

MSB Price at posting: $1.77 Sentiment: None Disclosure: Held
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Last $1.35		Change 0.105(8.43%)		Mkt cap ! $1.541B

Open	High	Low	Value	Volume
$1.27	$1.40	$1.27	$16.46M	12.22M

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No.	Vol.	Price($)
6	59739	$1.35

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Price($)	Vol.	No.
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No.	Vol.	Price($)
6	59739	1.350
4	14088	1.345
2	47555	1.340
3	94633	1.335
4	66925	1.330

Price($)	Vol.	No.
1.360	5000	1
1.365	56441	4
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1.375	37954	3
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