Some random numbers in US$ - 1. assuming a % share of the 500m addressable market; and
2. ACR employs a similar partnering strategy based on royalty payments.... no milestones counted here.
not insignificant, but the challenge as always is guessing what the market share % achievable is.... IF they actually have/ can develop a good/superior product/application AND they can secure a capable partner AND negotiate acceptable commercial terms AND the partner is successful in marketing this product THEN there is significant upside for ACR...
Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 0 SCN1 SCN2 SCN3 SCN4 SCN5 1 Addressable market 500 500 500 500 500 2 Market share 5% 10% 15% 20% 25% 3 Opp Sales 25 50 75 100 125 4 Royalty 15% 15% 15% 15% 15% 5 ACR incremental Profit 4 8 11 15 19 6 Incremental EPS[/B] 0.02 0.05 0.07 0.09 0.12 7
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