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Osiris Therapeutics, Inc. Message Board

  • ch47ady ch47ady Oct 12, 2013 3:24 AM Flag

    50 c. profit contribution from mesoblast

    When we take only the firm 50 m from mesoblast and book it through earnings over 3 years (like we did with genzyme deal) then we get a profit contribution of 50 c. annually. milestone payments would increase that. when we add bp sales growing at a modest 30 % per quarter we would get to 50 m gross profit next year. r & d running at 5 m and sga (25 % of sales) at 17 m, leaving 28 m for the bottom line or 85 c. ps. is 1.35 or pe of
    13 to rich for our stock ? i think we have a very good chance to beat those figures since we introduce the very best products into those gigantic markets.

    Sentiment: Strong Buy

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    • After "blanket" Medicare acceptance of Grafix, ramp up of Ovation and Cartiform and sales force enlargement now with more cash in the till, I expect to see several quarters of 50-100% growth,

    • What am I missing here ... they're talking about $20M and $15M in stock? So, it's not an all cash upfront? Sorry, I'm out of town, missing out on a lot of the discussion and action.


      Transaction Terms

      Mesoblast will pay Osiris US$20 million upon closing of the transaction, with US$15 million in Mesoblast stock payable upon transfer of the assigned assets.

      Osiris will receive an additional US$15 million of cash in 6 months and may receive up to US$50 million in milestones that are contingent on the successful achievement of future late-stage clinical or regulatory targets (e.g., United States or European product regulatory approvals). All contingent milestones are payable in cash or Mesoblast stock, at Mesoblast's discretion. Osiris may also receive earnout on sales of acquired products, ranging from low single-digit to a 10% cap on annual sales in excess of US$750 million.

    • ch47ady I have taken for me my largest 2400 sh position/net $17 now in OSIR!

      $30 by eoy!

      I got serious when I was watching for Grafex success and than this happened...the SP doubled over night..why? Shorts were killed, had to cover immediately...Wound Closure is critical in DF infection..the Markets especially in VAs will be huge! They have just been rewarded and validated financially..all is well!


      UPDATE: Osiris Shares Soar on Trial Success for Treating Diabetic Foot Ulcers
      August 13, 2013
      03:47 PM ET
      Dow Jones
      Osiris Therapeutics Inc
      Last 3 Months
      --Grafix stem-cell treatment three times more effective than conventional care
      --Data show faster healing, reduced treatments, improved safety
      --Company to look at longer-term data for potential benefits for other conditions and lower-extremity amputation rates
      By Tess Stynes
      Osiris Therapeutics Inc. (OSIR) on Tuesday said its Grafix stem-cell treatment for chronic diabetic foot ulcers was three times more effective in healing wounds than conventional treatments in a recent clinical study.
      The company's shares more than doubled to $23.94, their highest mark since early 2007, putting the company's market value at $790 million.
      Grafix, a flexible, conforming membrane that is applied directly to acute and chronic wounds, also demonstrated faster wound closure and reduced by half the number of treatments required. It was also shown to be safer than conventional measures.
      On a conference call, Chief Executive C. Randal Mills said diabetes compromises the ability of patients to heal their own wounds, so patients are often difficult to treat. Grafix is able to supply healthy stem cells that include needed mesenchymal stem cells, in addition to wound covering and protection.
      Based on the strength of the data, Osiris plans to evaluate Grafix in other indications and is confident that the treatment has the ability to demonstrate the same kind of effectiveness in other types of wounds, particularly venous leg ulcers.....

      Sentiment: Buy

14.94+0.07(+0.47%)Dec 26 4:00 PMEST

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