an investor would be have to be pretty naive to think that MSB needs or even wants remestemcel-l to be the only treatment available... it’s pretty obvious that if remestemcel-l is approved, MSB will be massively supply constrained ... even if it were just for COVID ARdD and not for SR-AGVD in children and adults ... or non-COVID ARDS... or any other label extension that may come in the next couple of years.
the bigger picture is that no matter how big the addressable market is for COVID ARDS... it’s not the dollars MSB makes for treating this indication that will drove the value of Mesoblast. It’s the fact that MSCs are accepted as a treatment among the wider industry ... the beginning of the paradigm shift.
If the CHF and lower back pain trials also read out positively ... add MPCs to the mix... there is more than enough addressable market there to fuel decades of growth and funding for many more trials for MSB.
an investor would be have to be pretty naive to think that MSB...
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Last
$1.40 |
Change
0.045(3.33%) |
Mkt cap ! $1.592B | |||
| Open | High | Low | Value | Volume |
| $1.35 | $1.42 | $1.33 | $3.802M | 2.753M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 23940 | $1.39 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.40 | 22571 | 2 |
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| Last trade - 16.10pm 08/11/2024 (20 minute delay) ? |
| MSB (ASX) Chart |