research reports and media, page-613

Sunny, yeah I'm kinda hoping it will be a little quicker for us as we will have multiple pots on the stove and our scale should be larger (market size)...but yeah it will be a few years no doubt...we prob won't even start selling into US if all goes well till 2022..unless we get some quicker designation mid way through etc. Potential Aus sales some time in 2021 will help get *some* revenue though..would be lovely to finally get some runs on the board right?


Example again...Humira got the green light back in 2002...they started selling in earnest in 2003...so what's that , 10 rough years to get to the real meat...and 15 years plus to get to stellar figures. Don't forget even in 2010 they were comfortably achieving some $6 Billion USD in sales, that's 7 years from their first revenue. Even if we go conservative and say we will get double those sales (don't forget I'm using x2...OA Market is x10)...that would be a figure of roughly $6 Billion in half the time..so that would be roughly 4 years from green light...2022 plus 4...2026...hmm it's far but that's a massive revenue by any viewpoint.

At a tiny and highly conservative 15% royalty and not bothering to convert to AUD, thats close to $1 Billion for us PER YEAR. That's roughly what Sydney Airport does!

That in theory would get us close to $100 per share.


My spec views...usual caveats.