Just heard the aus biz interview. Here are a couple of takeaways:
- Alan mentioned SAR Bombesin for Breast cancer
- Alan referred to the up to USD $4.1Bn transaction in radiopharma and that is the “context” (range?) he thinks Clarity is in. So @GreatMinds our estimate of minimum of $5 Bn (USD or AUD?) would get a thumbs up from Alan
- Alan is repeating that we are the next acquisition without saying it!
AIMO.
Research/Valuation, page-533
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