MSB 0.57% $1.75 mesoblast limited

Ann: MSB Licensee Files For Skin Disease Marketing Approval, page-26

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  1. 732 Posts.
    lightbulb Created with Sketch. 66
    So will EB be brought to the coming FDA meeting ?
    I would be very surprised if it wasn't.
    Under the terms of our agreement with JCR we would have considerable information as to dosage and the benefits to suffer's. We already know our perfect record of safety.
    EB is a serious desseas with unmet medical needs.
    The market is very small and the share price has valued it as unaccountable , however the numbers are not. Estimated to be 500 000 world wide 25000 in the US and 1000 in Aus. Suffer from EB.
    Let's look at the US market, treat say 10000 at a very healthy discount at $10000 = 100 million
    Now I ask what would a extra $100 mil do to our SP in 12 - 18 months? Was this such a valueless announcement?
    sneaky.png
 
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