IXC 6.06% 7.0¢ invex therapeutics ltd

DCF Valuation Model for Invex Therapeutics, page-76

  1. 993 Posts.
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    Going back to the IIH incidence rates, this is from the IXC presentation slides.

    2016 is 6-7 years ago now, with a strong trend of increasing IIH incidence rates growing for the prior 16 years within the chart being identified. The highlighted points show what 7 years difference is from 2008 to 2016, to try highlight the difference between 2016 and 2023 and what they may be. Between 2008 and 2016, the incidence went from ~4.1 to ~7.8.

    Now, I wonder what the last 6-7 years (2016-2022) has done to the IIH incidence rate inputs. If we continue that rate of growth, ~10-12 looks inevitable?

    The original DCF posted above uses 4.7 per 100,000 for context... that is a major bear case looking that this chart and projecting it forward?

    I know we talked about this before, but what are our final thoughts on a 2 point window@SSilverstein & @jellyroll?

    Incidence rates of 6-8 (as per 2014-2016 to stay conservative) or is 8-10 or even 10-12 reasonable?
    Last edited by CatalystDriven: 01/03/23
 
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