CU in 2025?

There has been much discussion around CU6 making it through to 2025. As long as they get as close to a fair valuation for the company it does not matter. What is the price range that could be expected for a company like CU6?

So timing of CU6 being sold
40% chance by mid year
40% chance in the second half of 2024.
20% chance 2025.

Valuations have been wildly different. They have always mentioned Cu6 wants to beat the Sirtex deal ($1.8 Bil Aust)
Conservative estimates $2-5 Billion US$
Optimists $6-10 billion US$


If you get 4 big pharma co's having a bidding war , who knows. They would not like coming second in the race to own CU6. Especially Pfizer after being the under-bidder on Endocyte. Endocyte was $2.1 US. A single asset in 2018. Attached is a very interesting article on how that unfolded.

https://www.evaluate.com/vantage/articles/news/zero-hero-endocyte-completes-remarkable-transformation

So when you add AAA purchase to Novartis for $3.9 Billion US$ you spend a total of $6 Billion to make a Diagnostic and therapy (GA68 and Lu177) that Novartis works with today.
Clarity appears to have a better product than these two products in Cu64 and Cu67, and other very valuable assets. You can see why the optimists see $6 bil plus as a fair starting point.

2024 is going to be a very very interesting year for Clarity holders.
Best Regards