BTA biota holdings limited

royalty tipping contest, page-42

  1. 468 Posts.
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    With the 4Q09 Relenza royalties ann. due out Wednesday 11pm EST, here the current tips:

    Poster royalty tipprediction ($m)

    Analysts:
    ABN AMRO Morgans 11.6 [11-06-2009]
    Taylor Collison 9.5 (19.3 if productn ramped + doses sold) [12-06-2009]
    Wilson HTM 9.4 [16-06-2009]
    RBS 5.9 [30-04-2009]

    HC posters:
    PortableAlpha 24
    mjmj 30
    jojosydney 21
    abobo 27.2
    autoflight 22.5
    202020 19
    forbes40 35.7 (lofty)
    farmer fred (21m doses of Relenza sold)
    Yilgarn 32
    simonj 45
    lthigham 20
    pjninnis 13
    dleb 33.5
    prophet4me 20.5
    wllmtrish 18.5
    618600 25.5
    googala 18.9
    queenfish 8.763 (in range of 4.4 - 13)
    MrCrankyPants 25.5 (2.55 if CEO 'cooks' the royalty)

    Taylor Collison values BTA at $1.80 with the $9.5m royalty. A re-value needed? (Yes.) Their forecast earnings for FY10 $32.8m needs a significant update if the media reports are correct. RBS in April at initial swine flu outbreak estimated sales of $49m for FY10 (which they stated may prove conservative).
    With the 4Q09 Relenza royalties ann. due out Wednesday 11pm EST, here the current tips:

    Poster royalty tipprediction ($m)

    Analysts:
    ABN AMRO Morgans 11.6 [11-06-2009]
    Taylor Collison 9.5 (19.3 if productn ramped + doses sold) [12-06-2009]
    Wilson HTM 9.4 [16-06-2009]
    RBS 5.9 [30-04-2009]

    HC posters:
    PortableAlpha 24
    mjmj 30
    jojosydney 21
    abobo 27.2
    autoflight 22.5
    202020 19
    forbes40 35.7 (lofty)
    farmer fred (21m doses of Relenza sold)
    Yilgarn 32
    simonj 45
    lthigham 20
    pjninnis 13
    dleb 33.5
    prophet4me 20.5
    wllmtrish 18.5
    618600 25.5
    googala 18.9
    queenfish 8.763 (in range of 4.4 - 13)
    MrCrankyPants 25.5 (2.55 if CEO 'cooks' the royalty)
    simonj's Wisdom of Crowds 24.475
    wilsojrw 0 (what miso said + 50%)

    Taylor Collison values BTA at $1.80 with the $9.5m royalty. A re-value needed? (Yes.) Their forecast earnings for FY10 $32.8m needs a significant update if the media reports are correct. RBS in April at initial swine flu outbreak estimated sales of $49m for FY10 (which they stated may prove conservative).
 
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