“Removing the AA portion in our ROV would see a <1% change to valuation, given these factors (i.e. the opportunity was already over- risked; as we did not forecast earlier revenues associated with AA).
Valuation. Maintain O/W. No change to risked SOTP valuation. $1.13/sh comprises: a) Efti 1L NSCLC ($0.74/sh); b) Efti in mBC ($0.21/share); and c) Efti in HNSCC ($0.17/sh). Unrisked valuation $6.54/sh. “
For mine the recent sell down was an opportuniist taking advantage of an aberration of historical data numbers in a very small (n) numbered trial, in order to panic the market , pick up cheap shares and either hold till a latter date or sell back into the market as it rose from its low of 23c.
Just my take
“Removing the AA portion in our ROV would see a <1% change to...
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Last
34.0¢ |
Change
-0.005(1.45%) |
Mkt cap ! $493.8M | |||
| Open | High | Low | Value | Volume |
| 34.0¢ | 34.0¢ | 32.5¢ | $1.317M | 3.935M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 73996 | 33.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 34.0¢ | 836970 | 4 |
View Market Depth
| Last trade - 16.10pm 27/09/2024 (20 minute delay) ? |
| IMM (ASX) Chart |