For the record i think you are correct jb, looks to be approx. $0.5Bil overstated royalties by 2031. They aren't modelling much in the way of cost so that overstates the EPS by about 50% aswell. I checked and this flows through to p34 and therefore the $1.6Bil in 2031 which is what the DCF is based on. Of course that figure is 2031 only and the error looks to apply for all years, however not equally weighted, US comes in earlier but doesn't contribute as much later on so hard to say what the overall impact on the DCF and PT would be.
I mean it is what it is, I bought before this report and, even with the error, it has only strengthened my conviction.
Roth just rated IMU a buy, page-115
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