RAC 0.00% $1.55 race oncology ltd

Speculative M&A Transaction Analysis, page-9

  1. 113 Posts.
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    Thank you and well done.

    I don't feel qualified to challenge the analysis, just two comments:

    1. Peer analysis might be a reasonable guide to inform our own expectations and the potential, but there will be other non-objective factors that will come into play for the suitor. Company strategy, competition, current financials, external market factors, alignment/opportunities with other IP, etc. What I am trying to say is that the amount that the suitor will be prepared to pay will be driven by whatever THEY think its worth TO THEM.

    2. The pressure is on @RaceOncology. You don't want to disappoint Mason with a sub $27b outcome!



 
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