NEU

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$20.52 neuren pharmaceuticals limited

Neuren Media and Analyst Coverage, page-1148

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Tangentland

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27/06/24

08:02

Post #: 74502113
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Originally posted by reggie78: ↑

Whilst some poster are sceptical, some posters must be plain ignorant.

KJ has put up well thought out analysis, providing us all a different point of view based on solid DCF model, that differs from all the so called analysis that seem to be basically heavily discounting Neu's potential and it seem to be writing reports very similar to each other.

Whilst posters may not agree they continue to fail to post alternative DCF models to show heavy discounts they claim to be justified by comparison.

The reality is factual, that Biogen recently bought Retas Skyclavs for US$7.3bn (AUD $11bn) with a estimated peak sales 2030 of US$1bn-$1.5bn.

Hashan Desilva recently updated his model with 2591 and came up with peak sales using conservative numbers 30% penetration of US$22bn

Using a x3 multiple on peak sales by comparison to x4.8 used in Biogen/Retas deal, Hashan values Neu at US$12.3bn (AUD$18.5bn)

For a TO of Neu at US$15bn is nothing for an asset that has conservative peak sales in 1 single year of US$22bn

I don't know why in light of this deal so many here struggle to understand the value of our assets by comparison, this valuation US$7.3bn was paid by a BP knowing all the risks involved and $$ to bring this asset to market, yet had no problem paying 1.8 more in peak sales multiple to secure Skyclavs.

Not only is this relevant clearly with Hashan doing a updated valuation comparing this deal to our pipeline, now our CEO JP is publicly noting this deal!

We are aware this type of deal may in fact not happen there are no guarantees here. However reading between the Iines based on the above being of far more significant relevance than anyone on here posting anonymous (with all due respect) that this is the valuation range of our assets conservatively.

$50 is a joke and a valuation based on ones personal portfolio size, or personal wealth creation, it has been clearly demonstrated it has no relevance or DCF model to the value of the assets/pipeline Neu holds, only relevance is its the same argument to $5 back in the day.....

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It was odd wasn’t it Reggie?

A forum of holders that didnt seem to want to discuss it or offer up numbers to strengthen the model put forward by KJT or debunk it with numbers and examples.

Just a lot of posters being dismissive and unconstructive.

A real Shame, as it was such a great DCF post provided to work with, With so many forum members here that have so much knowledge and experience.

.

NEU Price at posting: $20.86 Sentiment: Buy Disclosure: Held
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Neuren Media and Analyst Coverage, page-1148

Golden Deeps eyes prospective Cu-Au tenements in NSW with HOA

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Neuren Media and Analyst Coverage, page-1148

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