MSB 2.89% $1.25 mesoblast limited

Tracking Valuations, page-275

  1. 11,249 Posts.
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    These are basically my assumptions for Non-COVID ARDS.

    For estimate above I am assuming it takes 3 years to ramp up to 21,000 patients per year of Non-COVID ARDS ( based on 20% share of market ).

    Screen Shot 2020-09-22 at 9.37.23 pm.png

    ( I also used these assumptions in my seekingalpha post back in August https://seekingalpha.com/instablog/...blast-upside-from-covidminus-19-ards-and-ards )
 
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