2020 - A Year Full Of Potentials, page-26

Hi everyone,

I'm seeing the significant uptake of MSB, 100% this year, and find it not very difficult to draw parallels between the two companies with regards to the product MOA, unmet needs they are looking to solve, and some of the markets (by size or actual applications) they are targeting. I recognise the manufacturing is a bit different but if anything it looks like CYP has the edge here.

The question I want to pose is:
how far away in years is CYP from MSB state-of-play given the anticipated BLA FDA approval of MSB for their first treatment and existing three Phase 3 trials.

Very simply put and grossly assessed, I'm looking at the fact that CYP (AUD 120m) is less than a 10th of MSB (AUD 1.5b) valuation. So everything going to plan how long until CYP could be valued as high as MSB resulting in an estimated 10x return.

Be great to gather your thoughts here. I am small timer however generally long holder of stocks until an exit or IPO (if pre listed).

This post cannot be considered as financial advice, simply putting my own individual thoughts on paper.