re: Ann: Phylogica Signs Collaboration and Li... Effectively the market has priced in $0.05m for the Pfizer deal worth potentialy $134m excluding any worldwide royalties that may also eventuate from the agreement....
0.06c 19th December to 0.064c 31st December....
= $1m... minus the upfront cash component = $0.5m....
I think a fair place to find value with PYC is either 10% of potential milestones from all partners excluding royalties that may eventuate OR assuming that atleast one partnership will proceed to the end agreement......
The more majors that get signed the harder it will become to ignore & Roche's next move depending on the outcome will be the wake up.....
Ann: Phylogica Signs Collaboration and Licensing , page-72
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