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7.1¢ imugene limited

IMU Target $2.00 - Not Ramping !!!, page-4

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Taureanbull

3,053 Posts.

6550

11/06/23

19:05

Post #: 68239831
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Originally posted by col75 ↑

I’ll have a crack, back of an envelope calcs … with a view 5 years into the future.
Pretty sure both the Vaxinia and CheckVaxx phase 1 trials are scheduled to be completed next year. Data will be peer reviewed etc.
If the data is compelling, which some of us re hopeful it is, they can apply for FDA fast track.
Nick Ede has said they are targeting the $400B unmet solid tumour market.
So, say they have something to market in 2025 and …
In 2025 they account for 5% of the $400B solid tumour market so $20B in sales.
2026 they are at 15%, so $60B in sales.
2027 they are at 35%, so $140B in sales.
$220B in sales / 6.42B SOI = $34.28/share.
Less costs, PH parties etc, let’s say 50% reduction, so $17.33/share.
Haven’t done any conversions from USD to AUD because I can’t remember if the $400B was in US or AUD.
Soz … based on the above I can’t get near the $2/share that valueadd got, looks like that could be a conservative number.
Happy to be corrected, and state the above is hypothetical.

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Col, You forgot to factor in a PE value to work out the share price. $17.33 by PE 30 = $519.90 but that’s US. So $780 AUD.

.10 cents to $780….. That beats FMG’s record return. Let’s see how we go.

IMU Price at posting: 10.0¢ Sentiment: None Disclosure: Held
30 Upvote

0 Great analysis

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(20min delay)
Last 7.1¢		Change 0.001(1.43%)		Mkt cap ! $519.7M

Open	High	Low	Value	Volume
7.1¢	7.3¢	7.0¢	$835.1K	11.69M

Buyers (Bids)

No.	Vol.	Price($)
13	1246538	7.1¢

Sellers (Offers)

Price($)	Vol.	No.
7.2¢	245169	3

View Market Depth

No.	Vol.	Price($)
11	1135038	0.071
24	1962757	0.070
25	3590341	0.069
24	1966791	0.068
20	3668905	0.067

Price($)	Vol.	No.
0.072	245169	3
0.073	1279046	13
0.074	1168155	6
0.075	733954	10
0.076	358873	5

Last trade - 16.10pm 16/05/2024 (20 minute delay)


Last 7.2¢			Change 0.001 ( 1.41 %)
Open	High		Low	Volume
7.0¢	7.3¢		7.0¢	4314321
Last updated 15.59pm 16/05/2024 ?

IMU (ASX) Chart