@ralom
Except the Triangle report didn't aim to provide a valuation of the stock at all. It attempted to forecast the potential revenues of bisantrene for one specific indication (well two closely related indications) based on analysis of market data and interviews with clinicians and payors. This information can be used to calculate your own valuation of the company, or more accurately, a valuation for a single indication that bisantrene is targeting. Taking these forecasted revenues, estimating costs required to achieve them, applying risk premiums commonly applied to assets at this stage in clinical development, then discounting them back to today you will get a value that you can use to value the company.
As someone who works in the pharmaceutical industry, the methods used to forecast these revenues are industry standard and could easily be verified with access to the right data.
Of course it was commissioned by RAC, who else was going to?
@ralomExcept the Triangle report didn't aim to provide a...
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