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6.1¢ imugene limited

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

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jamie21s

347 Posts.

44

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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(20min delay)
Last 6.1¢		Change 0.001(1.67%)		Mkt cap ! $446.5M

Open	High	Low	Value	Volume
6.0¢	6.3¢	5.8¢	$1.661M	27.74M

Buyers (Bids)

No.	Vol.	Price($)
3	513999	6.1¢

Sellers (Offers)

Price($)	Vol.	No.
6.2¢	51941	2

View Market Depth

No.	Vol.	Price($)
3	513999	0.061
11	998194	0.060
9	968491	0.059
12	1283310	0.058
10	1089599	0.057

Price($)	Vol.	No.
0.062	51941	2
0.063	688842	8
0.064	100000	1
0.065	889345	8
0.066	539500	3

Last trade - 16.10pm 05/06/2024 (20 minute delay)


Last 6.2¢			Change 0.001 ( 4.38 %)
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