in regard to his valuations, I am very aware that the market does not operate in accordance with my gut, but I was very interested to read his base case, absurdly discounted valuation of $10.6b USD up to $22b USD.
I have long had a gut feeling that we will be sold for $15b USD and that sits very close to in the middle of those two valuations. That’s of no relevance/significance but I found it interesting nonetheless.
The valuations blow my mind and looking at other non-orphan conditions it could possibly treat, it would make $22b USD look like a giveaway price.
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