MSB 1.03% $1.44 mesoblast limited

Great spot look at the last paragraph on Page 4 of...

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    Great spot look at the last paragraph on Page 4 of Bell Potters November 2018 valuation of Mesoblast, where you will see that no value has been given to net royalties from Alofisel, (largely because of uncertainty over low cost benefit, relative to anticipated pricing levels?)... which I think are approx 5-6% from memory. In the UK ,the National Institute of Clinical Excellence, opposed Alofisel citing this reason. If Takeda is prepared to be flexible in its pricing approach then shareholders of Mesoblast will be beneficiaries. Indeed I can only hope that this form of success based pricing might allow health agencies to consider stem cell products generally, as first line therapy as opposed to using cheaper , less effective alternatives....often with side effects , like steroids. chea

    This is potentially good news... but we will still need to see the response from insurers and healthcare providers. At these price points and with success based pricing ... it could transform use of stem cell products and accelerate take up of what has been up to now a very expensive treatment option.
    Last edited by otherperspective: 22/05/19
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