I wonder what would be fair multiple to price OPT providing that both trials are successful.
Let say marketing approval will not come before end of CY26 - CY27 sales might be a few hundred million then CY28 might be around $700-800M followed by $1B plus in CY29.
So maybe we need to consider next 5 years of earnings to factor SP.
Based on my rough conservative assumptions - OPT will make possibly $3B in revenue from 2025-2030.. which may result in earnings of $2B (assuming 30% margin)
$2B / 5 equals avg of 400M per year. Apply that with a PE of 10 gives a market cap 4B.
The divide 4B by the number of shares gives 4B / 1.3B = $3 SP
Interested to hear everyone’s thoughts on this.
I wonder what would be fair multiple to price OPT providing that...
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59.5¢ |
Change
-0.015(2.46%) |
Mkt cap ! $732.5M | |||
| Open | High | Low | Value | Volume |
| 60.0¢ | 61.0¢ | 59.0¢ | $11.30M | 18.98M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 45916 | 59.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 60.0¢ | 10000 | 1 |
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