Assumptions;
15% WACC - used for full DCF model
50% take up only of eligible patients
Royalties at 10% (not escalating) and assumed partnership in all regions for both drugs
Annual revenue estimate by location by person - North America $133k, Europe $100k, ROW $50k
Approval weightings - Retts 90%, fragile x 50%, 2591 x 4 indications all at 33%.
Assumed all sales end when the patents expire
No assumption re any other indication, ie: nothing for Parkinsons, TBI, autism etc
Drum roll.......The after tax valuation comes in just North of $15 per share. Doesn't seem too silly does it?
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Last
$16.57 |
Change
2.170(15.1%) |
Mkt cap ! $2.117B |
Open | High | Low | Value | Volume |
$14.85 | $16.67 | $14.60 | $24.77M | 1.544M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 1500 | $16.52 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$16.57 | 1717 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 250 | 16.480 |
1 | 300 | 16.470 |
1 | 500 | 16.400 |
1 | 3 | 16.270 |
1 | 150 | 16.200 |
Price($) | Vol. | No. |
---|---|---|
16.570 | 1717 | 1 |
16.600 | 2001 | 1 |
16.620 | 2306 | 2 |
16.650 | 2000 | 1 |
16.660 | 250 | 1 |
Last trade - 16.10pm 08/11/2024 (20 minute delay) ? |
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