CUV just came across my desk, after 2 days of research I see two big red flags.
1) Valuation is stretched - They'd have to making 75m profit a year indefinitely to justify the current price. Probably more if you assume a reasonably short lifespan that is typical of orphan drugs.
2) Your relentless ramping...
On point 1. If the US has 320m people @ 1:140,000, that's only 2,142 people @ c.20% addressable. Your talking an entire real US market of 428 people. That's using the companies figures.
Please tell me I'm wrong, please?
CUV just came across my desk, after 2 days of research I see two...
-
- There are more pages in this discussion • 21 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add CUV (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$15.25 |
Change
-0.280(1.80%) |
Mkt cap ! $763.6M | |||
| Open | High | Low | Value | Volume |
| $15.30 | $15.59 | $15.25 | $507.0K | 32.85K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 286 | $15.24 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $15.43 | 165 | 1 |
View Market Depth
| Last trade - 16.10pm 22/07/2024 (20 minute delay) ? |
| CUV (ASX) Chart |