PYC is trading at 23% of ‘first’ year revenues to stress how undervalued we are.
it is expected that revenues continue year on year - as patients needs 2 shots approximately per annum -> assuming 50% nett of everything = $US 500m net cashflow annuity
applying a 15% discount rate to account for risk
VP-001 NPV = US $3.3 B of future cash flows (assuming no other competitors)
that equates to AUD $4.5B or $1.40 per share
= mr market pricing us at 10% chance of VP-001 success; and 0% chance or FREE for dual platform and all other leads
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