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$1.19 mesoblast limited

Significant sales in fiscal 2024, page-28

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Phaedrus

1,390 Posts.

2997

12/03/23

18:02

Post #: 66722629
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Originally posted by Blackswans: ↑

Let’s explore that gem of advice, if sales (I think you meant royalties as that is what is in the financial statements) were capped at 10M, the gross sales in Japan 10M / royalty rate (prob 5% to 10%) gross sales of 100M to 200M. Then we extrapolate that to the US which size of market is 5 to 7 times bigger (Driven by patient numbers and pricing model) so 500 million to 1.4 billion. At a 50% gross margin that is 250M to 700M less a small sales team cost.

Sounds like you are telling the chat that Mesoblast is on its way to self sustaining revenue model on their smallest indication, excluding all the other off label items. Just wow what a start to a Sunday, love the optimism but we should be a bit more conservative until the FDA approve.

I also love how you are capping the market share at 40 to 50% market share to get everyone even more excited if they take all those numbers and double the range above, you truely have turned into an ardent supporter.

Everyone say thanks to Sorepocket for pointing out even at this level market share there is tremendous value for a small indication.

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" Everyone say thanks to Sorepocket for..."

How about noone say thanks to Sorepocket. For anything.

Cheers

MSB Price at posting: $1.00 Sentiment: Buy Disclosure: Held
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(20min delay)
Last $1.19		Change 0.035(3.03%)		Mkt cap ! $1.353B

Open	High	Low	Value	Volume
$1.16	$1.20	$1.16	$7.281M	6.168M

Buyers (Bids)

No.	Vol.	Price($)
15	56865	$1.19

Sellers (Offers)

Price($)	Vol.	No.
$1.19	44645	7

View Market Depth

No.	Vol.	Price($)
14	49666	1.185
14	130989	1.180
14	158375	1.175
12	331233	1.170
31	203998	1.165

Price($)	Vol.	No.
1.190	60100	11
1.195	121188	10
1.200	164815	12
1.205	326675	14
1.210	190752	20

Last trade - 12.37pm 28/05/2024 (20 minute delay)


Last $1.19			Change 0.035 ( 2.87 %)
Open	High		Low	Volume
$1.17	$1.20		$1.16	507001
Last updated 12.57pm 28/05/2024 ?

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