Around the 18 min mark was thrilled to hear him say that a deal is not just a 4 or 5 x multiple of Trofinetide, its potentially much more.
Given he has publicly namechecked Reata as a useful valuation reference point and Skyclaris has similar costings, similar patient numbers etc, then that would place us in the ballpark of $28b - $36b USD if you multiply the Trofinetide value by 4-5 times. If you went with a smaller peak sales multiplier than Reata and stuck with 3 times, you are ranging from $18b - 22.5b USD.
Hope I have understood him correctly and if so, either way is looking positive for us.
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Last
$14.20 |
Change
0.890(6.69%) |
Mkt cap ! $1.761B | |||
| Open | High | Low | Value | Volume |
| $13.50 | $14.26 | $12.96 | $9.111M | 655.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2000 | $14.17 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $14.23 | 3278 | 1 |
View Market Depth
| Last trade - 16.15pm 27/06/2025 (20 minute delay) ? |
| NEU (ASX) Chart |