$18 to $50 in 5 years, or with 1st line standard of care (the two ends of the possible outcome) $39 to $200 in 5 years. Hm..... Let me think about that one.
OK, I'm having a lend with you. But if standard of care is the outcome then all current estimates are blown away. Sales of 150k doses pa are on the table within 5 years. And can be produced on existing generators!
15 times current sales.... You can work it out with a gross margin of about 85%.
Dreaming over, but seriously if SOC is the go then we will look back in 5 years time and wish we had topped up at under $40, maybe
Let's get the top line, and then the detail data first, and then we can have some fun with the future.
SRX Price at posting:
$39.13 Sentiment: Hold Disclosure: Held