Finally got a chance to watch this and it’s pretty impressive. My take:
- Approval has a very high probability of happening at or possibly even before September
- The team is ramping up substantially for marketing, sales and distribution and has an indication from insurers that around $700 per month (and per unit) is viable - possibly more
- Sales of SB for Kaken in Japan in year 2 have been 300,000 units annually
- Pure speculation of course but if we were to achieve that 300,000 annually in the US, times $700, that would be $210m revenue. Say the margin is around 50% of revenue, that’s profitability of $105m. Take a conservative PE of 15, that’s a market cap of around $1.6B.
- Considering the US market is three times the size - well you get the picture.
- Meanwhile, big pharma has been approaching them regularly.
Looking good!
Finally got a chance to watch this and it’s pretty impressive....
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