MSB 0.42% $1.18 mesoblast limited

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    lightbulb Created with Sketch. 673
    Ok you have a figure of $44B from a market forecast so your next step is to look at the assumptions underlying that forecast and see what they have and have not included.

    My guess is it includes NIL for patent infringement and nil for many other things I mentioned they have not considered at all.

    This why you see the oft repeated DYOR.

    Now the POT for treatments in this industry is 70% and obviously royalties a higher % again.

    That makes the indicative PE I mentioned of 15 a joke during the growth phase. A PE of 40 is more appropriate but it will drop as growth matures.

    So try again and see what you get.

    Just saying.

    This sort of thing may give the many new people here an insight as to why the long-held longs here worry about a takeover offer. It will be a rip off attempt that will fool the uninitiated.


 
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