Well done SLC4me.
As WG said 'SRX has possibly the best, most educated, well reasoned following.', and your post is a great example of this. No one has to agree with the data, but at least we tend to put out reasoned discussion!
The number look about right to me. I would probably go with 25% for the US, and somewhat more than your number for AsiaPac.
Exchange rate. Consider that the numbers in last years report show the impact on last years profits. So the % increase should be applied to this years expected sales / profit in the US or Euro. I think this gives an additional $1m or so on the bottom line.
I have a 2% increase in gross profit penciled in, as the big trials have finished recruitment and the economies of scale should be adding a little something.
So, here are my numbers, just for fun ;-
Dose sales > 6060
$ sales > $115m
EPS > 52c
SP (if the above is about on the mark) ~$43/45.
But you know I'm always a little optimistic when it comes to SRX![]()
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