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
$2.08 |
Change
0.050(2.46%) |
Mkt cap ! $1.435B | |||
| Open | High | Low | Value | Volume |
| $2.01 | $2.09 | $2.01 | $3.563M | 1.737M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 3195 | $2.07 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.09 | 12574 | 3 |
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| Last trade - 16.10pm 24/05/2024 (20 minute delay) ? |
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Last
$2.07 |
Change
0.050 ( 1.95 %) |
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| Open | High | Low | Volume | ||
| $2.01 | $2.09 | $2.01 | 315933 | ||
| Last updated 15.59pm 24/05/2024 ? | |||||
| PNV (ASX) Chart |