ok lets say 10% penetration rate for US market on diagnosed cohort = 370k sprits. Now obviously that is going to take considerable time - wot happen overnight.
500USDx 370k scripts x 12 months = $2.2B USD or $3.3M AUD
EBITDA at 30% = $1B AUD. Note 30% is reasonable for Biotech and even analyst report had much higher in proforma forecast >40% EBITDA percentage
note above does not take into account undiagnosed in US or Japna and Korea sales. Its massive potential
comparative is CSL - $13B revenue and return $3B EBITDA. CSL Share price is $300 with Market cap of $147B
BOT is market cap of >$700M. Ok not saying we are next CSL, but just trying to get perspective on the numbers that is being floated around and potential.
Please correct me if i am wrong and my maths is $hite or am missing something
ok lets say 10% penetration rate for US market on diagnosed...
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