@longreach (reply broken) Thanks for sharing this.
I very much like the valuation section. Per their estimates there is about $27.5Bn annual market in PC diagnostics in the US alone and they are assuming CU6 can capture 20% of it (which is reasonable) giving us $5Bn of revenues. $5Bn revenue in US alone in a year, assume $3Bn from rest of the world for a total of $8Bn pa from 2026. What should be our NPV? Much higher than USD $1.4Bb (2Bn AUD) today IMO.
So if BP wants to buy us out today, they would have to bid at least 3X future potential revenues (not peak) which is roughly USD $24Bn (AUD $35.6 Bn). I know I am day dreaming on a Friday afternoon and didn’t need any spirits to get there!
Not to forget the valuation for the magical pairing with Cu67… and all the other trials and drugs in the kitty.
AIMO. DYOR. No advice.
CU6 - General discussion, page-398
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