CHM chimeric therapeutics limited

valuation thoughts, page-70

  1. 286 Posts.
    lightbulb Created with Sketch. 67
    and to think that Edison puts us in the Blockbuster drug category with just the one GBM treatment... doesn't include any sales for other potential solid tumor cancers that may be targeted in the basket trial... and current MV is roughly the value of a PRV

    https://hotcopper.com.au/data/attachments/3521/3521838-0b7928a23e6d30d53fd2bc0698842a56.jpg


    https://hotcopper.com.au/data/attachments/3521/3521819-6a52f84a76f1e4ccab699d8cbf416798.jpg

    I have put a peak sale figure of $1.4 billion on CHM 2101 - see below it would need around 15% market share among the four targeted cancers
    https://hotcopper.com.au/data/attachments/3521/3521826-3047733a53b1a925005fab95eb57c5ac.jpg


 
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