PNV 6.62% $2.54 polynovo limited

Ann: 1H FY22 Results - Webcast Recording, page-67

  1. 261 Posts.
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    The Nasdaq listed (IART), Integra Life Sciences Holdings Corp
    PNV's main competitor, come on man.

    IART has a revenue multiple of x5 with little to no growth profile and its been around for decades.
    Come on , me (not x15).

    While PNV receives 90% of revenue from the USA, from a product with 90% product margin with high double digit sales growth. The implication of valuing PNV the way you suggest is that DW and the board would consider selling PNV giving zero regard to how the big wide world of finance works. Yeah nah, doubt it, see page 15 Medtech-and-Device-21Q1.pdf (mercercapital.com)
 
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