The global TAM for treatment of diabetes is massive. US equity markets have a lot of experience valuing continuous glucose monitoring (CGM) device makers such as the market leader, Dexcom (NYSE; DXCM);
- The global TAM for CGM device makers is c. US$5bn with cagr c.11%.
- DXCM current mkt value = US$35bn, equating to a revenue multiple of about x35!!!
- The point is, US equity markets go bananas over diabetes treatment innovation due to huge TAM, cagr and IP protection.
For the treatment of DFU's;
- TAM of US$7bn and likely c.10% cagr
- The application of Synpath to DFU's is a sleeping giant under the sp of PNV.
The global TAM for treatment of diabetes is massive. US equity...
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Last
$2.58 |
Change
0.020(0.78%) |
Mkt cap ! $1.780B | |||
| Open | High | Low | Value | Volume |
| $2.61 | $2.63 | $2.56 | $2.465M | 952.5K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 10700 | $2.57 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.58 | 24502 | 5 |
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| Last trade - 16.10pm 26/07/2024 (20 minute delay) ? |
| PNV (ASX) Chart |