PYC - General Discussion, page-476

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good1234

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12/09/24

08:28

Post #: 75638491
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Originally posted by Fat Harrys Cat: ↑

Probably futile and a fool’s errand but I thought I’d compare PYC’s possible future to CSL now.

CSL has 483 million SOI and a MCAP of $146 billion. Last year it made NPAT of US$2.75 billion on revenue of US$14.8 billion (=18.6% of sales).

I’m going to assume PYC licenses out the RP11 treatment and that gives the SP a kick up and also funds the development of the PKD in-house.
I’m assuming the 330,000 PKD patients in the US are all treated and the cost of the treatment is AD$75,000 p.a. Revenue is thus about $24 billion. Assuming a NPAT of 20% (similar to CSL but we should be better) gives NPAT of $4.8 billion. Let’s say $4.7 billion and we have 4.7 billion SOI, so AD$1/share. If that is equivalent to 5% ROI, then each PYC share is valued at $20.
Note that I’m not including any possible value from other assets in the pipeline. And I’m using a very low treatment cost. And not counting any patients outside the USA.

Please point out any glaring errors I have made.
All I can say (if the above crude maths is correct) is “GIDDYUP!”

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I’d halve the patient number and double your NPAT and arrive at the same number.

Its crude and conservative in my view, but also shows the potential with this stock. And there will certainly be more indications to come.

PYC Price at posting: 13.0¢ Sentiment: Buy Disclosure: Held
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Last $1.24		Change 0.040(3.33%)		Mkt cap ! $723.2M

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PYC - General Discussion, page-476

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PYC - General Discussion, page-476

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