IBX 3.45% 2.8¢ imagion biosystems limited

Charting, page-543

  1. 27,663 Posts.
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    there will be volatility as with any fast rise, but the merits of why and where we are going is a strong compass north.

    While i would prefer slow and steady, we will get some compelling FOMO, as the low hanging fruit are locked away into a tighter register.

    People always ask the question , is it too late to get in ? That depends on the ultimate destination. But notwithstanding volatility. Someone who bought in a few weeks ago at 7.3c, had to hold their breath underwater a few weeks as it retraced, until for the next leg up. etc.

    What are we worth with a success case of either MRI 2.0 trials, and MRX ? the pathway leads us to a multi billion dollar company.

    The example of 100 MRX generates $US 100m 80% high margin revenue. Well, what does 500 MRI/ MRX get you ? $US 500m ? So its only about the scale of time, that it takes us to roll out addtional NP with their unique anitbodies to broaden the brush of cancer and disease that we can detect, and improve MRI to a non toxic contrast agent.

    Whenever that is, say 500 MRX/ MRI on the same economics as MRX, = 500m revenue = 5-10 billion valuation imo.
    And what about the others ? New phase ? hand held ? treatment, monitoring ? Its hard to say, but a look at the scale of the imaging pies below, may give a sense of where we might find different revenue streams.

    We already sell our NP to third parties under research / developments like Newphase, and a few others, such as the low field MRX that delivered outstanding results recently.

    https://hotcopper.com.au/data/attachments/2373/2373301-eb5688783fd214d5bea67715a7aa9d1b.jpg
 
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