Cellmid's new "Macquarie Bank" style satellite model of different businesses (Cellmid above the 3 subsidiaries; Advangen, Kinera & Lyramid) should help drive analysts to value the stock as the sum of it's components.
In this video from 10:50 mark on the video timeline Maria summarises the immediate value proposition:
Advangen
A conservative 13 cents per share value contribution from the Advangen subsiduary seems appropriate as it was Advangen's guidance pointing to 4 mln revenue.
Cellmid Group
Lyramid / Kinera
For a complete valuation estimates need to be made such as:
- where the Pacific Edge product sales going over the next 3 years
- when Lyramid/Kinera drugs will enter the clinic
- the revenues from next months Evolis Professional Range launch & USA sales expansion (+China)
- The revenues from brand awareness with Tokyo's concept store e.t.c
Strategic Business Unit (SBU) Value (million AUD) Cents Per Share Contribution 1 Cellmid Group Royalties ? ? 2 Advangen 124 13 3 Lyramid ? ? 4 Kinera ? ? 5 TOTAL ? ?
Ann: Update on Japanese Sales-CDY.AX, page-60
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