Roth reckon by FY2031 we'll have an operating income of AUD1.47b and are still sticking to their guns of a 0.71c price target even after yesterdays mammoth news. "Tell him he's dreamin!"
I think this is incredibly undervalued based on a few simple facts below and I know @fattchoi and many others would agree, and have spoken about it before.
Out of interest, in 2020 (Roche's) Herceptin raked in USD$4.1b and in the same year (Merck's) Keytruda raked in USD$14.4b. The two pharmaceutical giants trialled a phase III combination study on HER2-positve gastric cancer (see below) using a combination of Herceptin, Keytruda and chemotherapy. Demonstrating once again that combination therapy is the way forward for cancer treatment.
I am looking forward to seeing HER-Vaxx in combination with either Herceptin or Keytruda in the near future - much sooner than 2031! IMO
Even with Herceptin and Keytruda's market share decreasing overtime, once they combo their drugs with HER-Vaxx it becomes the leader in HER2-positive cancer treatment. IMO DYOR.
Image taken from Roth Capital Partners Report
Image taken from article titled - FDA Approves Keytruda-Herceptin Combination for HER2-Positive Gastric, Gastroesophageal Cancer | Precision Oncology News
Analysts Reports (Imugene), page-200
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