Cash $180m
Debt $ 0m
Royalities $ 80m
Sub Total $ 260m
Pipeline Value assumption at some time in the future.
ART 621 $164m $219m
PMX53 $ 68m $ 84m
PMX-AMD $ 56m $103m
ART101 $ 21m $ 27m
ART104 $ 21m $ 33m
ART010 $ 19m $ 27m
ART150 $ 5m $ 7m
ART140 $ 5m $ 8m
ART160 $ 5m $ 5m
Sub Total $444m Low End
Sub Total $593m High end
Platforms Technology Value assumption
Superhumanisation $ 20m
Synhumanistaion $ 20m
EvoGene $ 20m
Sub Total $60m
Lucrative Partnership Deals Value assumption
Aveo 1st Product Milestones $2m Royalities @ 4% $20m
Aveo 2nd Product Milestones $2m Royalities @ 4% $20m
Aveo 3rd Product Milestones $2m Royalities @ 4% $20m
Aveo 4th Product Milestones $2m Royalities @ 4% $20m
Aveo 5th Product Milestones $2m Royalities @ 4% $20m
Vengenics 1 Product Milestones $2m Royalities @ 4% $20m
CSL Limited 1st Product Milestones $2m Royalities @ 4% $20m
CSL Limited 2nd Product Milestones $2m Royalities @ 4% $20m
GSK 1st Product Milestones $2m Royalities @ 4% $20m
GSK 2nd Product Milestones $2m Royalities @ 4% $20m
GSK 3rd Product Milestones $2m Royalities @ 4% $20m
Sub Total $22m Milestones
Sub Total $220m Royalities
So a sum of parts calculation could look something like this.
Low End High End
Cash $180m $180m
Royalities $ 80m $ 80m
Grants $ 7m $ 7m
PipeLine $364m $513m
Platforms $ 60m $ 60m
Partnerships $242m $242m
Total $ 933m $1082m
COMPARE THE TWO
ARANA – market cap today is $ 244 Million
Arana has 7 products in development
1 in the clinic.
1 in collaboration with Kyowa.
Arana has 11 in Partnership deals with Milestone and royalties expected on sales.
Arana has 3 technology platforms.
DOMANTIS – Sold for GBP 230 Million this equates to A$575 Million
Domantis had 5 products in development
None in the Clinic.
9 in partnership deals.
And 1 technology platform, this I could be wrong on.
Well is Arana undervalued,, anyone.
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- sum of parts aranas valuation imho
AAH
arana therapeutics limited
sum of parts aranas valuation imho
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