That’s always going to be an issue with any valuation of a company with “blue sky” ahead.
In my view a DCF is a good tool to value companies where the future cash flow is well understood, fir startups it’s not great in my view.
Fair valuation of Neuren right now can only include an assessment of future Daybue sales, which I think can be reasonably assessed, however any valuation of success for 2591 will be minimal until results are known.
No BP will include success of all indications in their model at this point, that’s why we need to get phase 2 results to prove up the probability of success through phase 3.
We don’t even know yet if Neuren will partner, license or go alone.
All in my view
Neuren Media and Analyst Coverage, page-811
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