MSB 0.94% $3.16 mesoblast limited

Tracking Valuations, page-227

  1. 70 Posts.
    lightbulb Created with Sketch. 82
    With all the talk around of the Covid-19 ARDS trial i thought I'd do a very basic/quick analysis of the potenial value of ARDS approval (all types not just covid):

    - Nih estimates occurance of ARDS in the US of 64.2-74.9/per 100,000
    - USA population is 331m so estimated cases of ADRS = 212,000-247,000 annually
    - 75% are classified as moderate or severe, so let's assume 25% are severe = 53,000-61,750 severe ARDS annually
    - assume a conservative cheaper single dose treatment of $50,000= potential addressable market of $2.65b-$3.087b annually
    - assuming a conservative cost base of 40%, in terms of sp this adds $113-$132 worth of value to the sp (assuming a p/e ratio of 41.8).

    https://www.ncbi.nlm.nih.gov/books/NBK436002/#:~:text=Acute%20respiratory%20distress%20syndrome%20(ARDS)%20is%20a%20life-threatening,injury%20and%20diffuse%20alveolar%20damage.
 
watchlist Created with Sketch. Add MSB (ASX) to my watchlist
(20min delay)
Last
$3.16
Change
-0.030(0.94%)
Mkt cap ! $1.853B
Open High Low Value Volume
$3.19 $3.22 $3.14 $8.436M 2.659M

Buyers (Bids)

No. Vol. Price($)
19 168596 $3.16
 

Sellers (Offers)

Price($) Vol. No.
$3.18 1055 2
View Market Depth
Last trade - 16.10pm 23/10/2020 (20 minute delay) ?
(live)
Last
$3.18
  Change
-0.030 ( 0.15 %)
Open High Low Volume
$3.20 $3.22 $3.14 1014663
Last updated 15.59pm 23/10/2020 (live) ?
MSB (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.