I am also puzzled as to how they came up with that PT. If we look at the value they assign (taking into account the probability of all main upcoming drugs)we get $38.2. This implies that if there were no upcoming new products, they would value the shares at around $273.8. Seems a bit high. If all the drugs in their report were guaranteed to be successful, their SP target would be 273.8 + 187.2 = $461. I guess their numbers are in the ballpark. I do agree that CSL112 has around a 40 to 50% chance of being successful, not 10%. I saw an article somewhere that said around thats the figure for approvals for cardiovascular drugs.
- Forums
- ASX - By Stock
- Goldman Sachs R&D Report
I am also puzzled as to how they came up with that PT. If we...
-
- There are more pages in this discussion • 23 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add CSL (ASX) to my watchlist
(20min delay)
|
|||||
Last
$305.67 |
Change
-4.920(1.58%) |
Mkt cap ! $147.7B |
Open | High | Low | Value | Volume |
$305.66 | $306.26 | $302.80 | $357.8M | 1.183M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 388 | $305.65 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$305.68 | 361 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 388 | 305.650 |
1 | 1910 | 305.540 |
1 | 762 | 304.930 |
1 | 778 | 304.470 |
1 | 485 | 304.120 |
Price($) | Vol. | No. |
---|---|---|
305.780 | 925 | 1 |
305.810 | 709 | 1 |
305.890 | 90 | 1 |
305.950 | 639 | 1 |
306.000 | 100 | 1 |
Last trade - 16.10pm 02/08/2024 (20 minute delay) ? |
Featured News
KAI
Pilbara Minerals buys land off Kairos part of its York gold project for $20M – and a 2% royalty on any PLS gold sales
TG1
TechGen Metals kicks off airborne geophys survey at Sally Downs copper play – a first for the permit
CSL (ASX) Chart |