MSB 2.84% $1.45 mesoblast limited

Potential Market Size for Mesoblast products in US

  1. 344 Posts.
    lightbulb Created with Sketch. 40

    As Mesoblast enters approval and commercialization phase, it is useful to understand and estimate the market size of each of its pipelines. In fact, it's difficult to estimate the market for a new and revolutionary product such as stem-cell treatment with many different variables including marketing, pricing, regulatory environment and so forth, all influencing the sales and take-up rate of the treatment. But, I think the size of patient pool might be a good proxy of the potential commercial opportunities. I will use the US market, given its status of being the largest medical market in the world to attempt to gain some insight into the potential profit for MSB in the US market.

    1. Remestermcel-L for Acute Graft Versus Host Disease - 5500 patients in US to develop grade II-IV acute GVHD per year - Niche market(

    2. Revascor for moderate-advance heart failure - there's 1.3 million patients in US from the latest corporate review of MBS - Significant market

    3. Revascor for end stage heart failure with LVAD - In 2014, there was 3,855 of  LVAD patients. - Niche market but should grow with the adoption rate of LVAD, given heart-transplants are difficulty to achieve for many patients(

    In general, 5.7 million people in the US had HF in 2017 and this number expects to grow to 8m by 2030 - Heart failure is a important market 

    4. MPC-06 for Chronic Low Back Pain - about 31 million Americans experience low back pain at any given time - Significant market

    5. MPC-300 for Rheumatoid Arthritis - 1.3 million Americans  - Significant market

    6. MPC-300 for Diabetic nephropathy - Diabetic nephropathy affects one quarter of adults with diabetes in the United States. Given there's about 3 million Americans have diabetes, there might well be 0.75 million of Diabetic nephropathy patients Significant market

watchlist Created with Sketch. Add MSB (ASX) to my watchlist
(20min delay)
Mkt cap ! $723.0M
Open High Low Value Volume
$1.51 $1.55 $1.43 $3.386M 2.282M

Buyers (Bids)

No. Vol. Price($)
1 13921 $1.44

Sellers (Offers)

Price($) Vol. No.
$1.45 4955 1
View Market Depth
Last update - 16.10pm 26/06/2019 (20 minute delay) ?
0.040 ( 2.13 %)
Open High Low Volume
$1.50 $1.55 $1.43 304289
Last updated 15.59pm 26/06/2019 (live) ?
MSB (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.