MYX mayne pharma group limited

I take it as a sign the players genuinely believe MYX has turned...

  1. 1,840 Posts.
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    I take it as a sign the players genuinely believe MYX has turned the corner and are getting their fill of the games before their chance disappears (Feb2020), or they are making a colossal mistake. One of the two.

    The company has said every division is expected to grow, with costs also flagged to come down. Combine that with the E4/DRSP and Nuvaring (market of ~$1b USD with no generic equivalent) roll out (plus others) in the coming couple years and it appears that double-digit revenue and profit growth might just be locked in for years to come.

    On E4/DRSP specifically - Peak sales has the potential to exceed USD$200m, or ~18.4c/share (exchange $1.46*USD$200m/1,582mshares). Personally, and given this is a natural estrogen and something new, the first estrogen to hit the US in ~50 years, i think it can be much bigger than that. Why can't it take over Nuvaring, or relegate it to a $100m-$200m market, in time?

    On a macro level, and improving particulars from the U.S. aside, there was an interesting article in SMH today talking about how many economists are tipping the bottom/near-bottom of the rate cycle and believe QE is coming to the RBA. If this plays out, as well as short-long term growth seemingly locked away, there will be the asset inflationary impact of QE.
 
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Last
$5.34
Change
0.140(2.69%)
Mkt cap ! $433.8M
Open High Low Value Volume
$5.21 $5.35 $5.21 $960.3K 181.1K

Buyers (Bids)

No. Vol. Price($)
3 9750 $5.25
 

Sellers (Offers)

Price($) Vol. No.
$5.35 17260 1
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Last trade - 16.10pm 11/07/2025 (20 minute delay) ?
MYX (ASX) Chart
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