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3.80%

8.2¢ imugene limited

And this is only accounting for initial US patient demand.......

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jamie21s

338 Posts.

40

11/09/23

13:39

Post #: 69811346
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Originally posted by Greevas: ↑

Back of the napkin scribble on what azer-cel could possibly be worth if it was to be brought by BP.

The current DLBCL market is projected to be worth $2.5B USD at peak sales per year, hypothetically if IMU could project that they could take 50% market share then we are looking in the neighborhood of $1.25B USD per year.. If we go by the notion that BP is willing to pay around 4 times peak sales that puts us at about a $5B USD valuation or $7.5B AUD. This doesn't take into account that we could ask a premium for our product as we have the ability to manufacture and deliver to BP. Rough numbers that you could be looking at is maybe $8B AUD, thus adding another $1 to the share price in 1-2 years time.

I would suggest that this is a pretty good investment considering its only targeting blood cancer and we still have multiple products targeting solid tumors.
I'd take an additional dollar on the SP any day of the week

I could be way off so open to other predictions

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And this is only accounting for initial US patient demand.... add in rest of world in addition and the number would grow niceley.

IMU Price at posting: 6.0¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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Last 8.2¢		Change 0.003(3.80%)		Mkt cap ! $600.2M

Open	High	Low	Value	Volume
8.0¢	8.4¢	7.9¢	$1.166M	14.18M

Buyers (Bids)

No.	Vol.	Price($)
3	409605	8.2¢

Sellers (Offers)

Price($)	Vol.	No.
8.3¢	787931	5

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No.	Vol.	Price($)
3	409605	0.082
10	1580764	0.081
10	474737	0.080
8	836004	0.079
7	379583	0.078

Price($)	Vol.	No.
0.083	787931	5
0.084	1431962	6
0.085	1872021	15
0.086	1126498	6
0.087	693671	5

Last trade - 16.10pm 29/04/2024 (20 minute delay)


Last 8.3¢			Change 0.003 ( 4.93 %)
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