KZA 0.00% 8.0¢ kazia therapeutics limited

nrt share price and soy is. component

  1. 22,691 Posts.
    From "Halcyon":

    NRT share price and the Soy Isoflavone component.

    1. Please refer to post 3052, Ozestock, NRT.

    Current share price $3.55. Part of this, $2.75 (A1) ($3.50 later this year) belongs to drug NV07a. See item 2.1. of that post. Cash approx. 32 cents (A2).

    This is a conservatively valued component.

    2. Item 2.4 refers to "Isoflavones" and a small part of this, "the Soy Isoflavones" is part of the total share price. This part=$1.50 (case B) and based on a P/E of 20 and 97.5 mill shares is only $7.31 mill.

    I consider this to be very conservative, mentioning has been made of $20-$25 mil. Assume it is 3*$7.31 mill. -See above. In that case the share price component will be 3*$1.50= $4.50 (case C).

    The Patent needs enforcing of course but as Dupont is already paying milestone payments, this may not necessarily be a problem.

    3. Summary:
    Item 1-See (A1), NV07a: $2.75. See (A2): Cash: 32 cents
    Case (B): $1.50
    Case (C): $4.50

    Therefore, if case B applies, the share price should be $2.75+$0.32+$1.50= **$4.57**

    If case C applies, then the share price ought to be $2.75+$0.32+$4.50= **$7.57**

    And this is for 2 components only and compares with the current **$3.55** share price.

    4. These data exclude the possibly very important patents for Isoflavones (up to $ 9.30 per share, if enforced) to come, as well as an important possible Patent for Promensil.

    It also excludes drug Phenoxodiol, the trials, the important upcoming drug NV04A-some trials to come, drug NV050633 and others.

    Excluded are the value of other patents and the OTC products.

    Those are my opinions.

    Halcyon
    Disclaimer: Outcomes may be different than envisaged. Readers will buy, hold or sell NRT at their own risk.




 
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