Tooluck, IMO the current SP does not reflect the most optimistic set of data. I think the price probably reflects your view of likely royalties, around $25 million. I think royalties are likely to be around $30 million. There is plenty of space for the royalty to suprise on the upside, if so, we should see the price rise. If it meets your/my expectation, it will probably remain flat.
It's all guesswork, but I can't see them not selling most of the 90million dose pa capacity. 60 governments with orders should provide a forward order book for at least 1 year at this level of production.
P.S. Point is, it doesn't matter what some posters expectations are, I agree they are far-fetched, what matters is what expectations the SP reflects.
- Forums
- ASX - By Stock
- BTA
- refresh your memory from gsk website
refresh your memory from gsk website, page-3
-
-
- There are more pages in this discussion • 6 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add BTA (ASX) to my watchlist
Currently unlisted public company.
The Watchlist
CCO
THE CALMER CO INTERNATIONAL LIMITED
Anthony Noble, MD & CEO
Anthony Noble
MD & CEO
Previous Video
Next Video
SPONSORED BY The Market Online