oxy cash flow analysis

Here is a quick and simple analysis comparing ACR(transdermal hormones). OXY partnered with Big Pharma ,OXY-POH going it alone.

ACR Deal.
Upfront. $53m
milestones. $87m
Sales 50%@
Market share $500m
15% royalty. $75m

Cumulative accrued profit 5 years. 1st $410m 2nd $485 3rd $560m 4th $635m 5th $710m

POH Partnered early deal.

upfront. $7m
Milestone. $100m

50% global
Marketshare. $1.75b

15% royalties. $262.5m

Cumultive accrued profits 5 years.

1st. $369.5. 2nd. $632m. 3 rd. $894.5m. 4th. $1.157B. 5 th. 1.4195 Bn.

GOING ALONE. harrys bright idea.

50% Global sales. $1.75B

cumulitive accrued profits 5 years.

1st. $1.75 bn. 2nd. $3.5 Bn. 3rd. $5.25Bn. 4th. $7 bn

5th. Year. $8.75 Bn.

So. ACR makes $710 Million over 5 years. Average $142.5 M. PA

POH early Big Pharma model. $ 1.419 BN over 5 years. Avge $ 284 m.

POH Go Alone. $8.75 Bn over 5 years. Average. $1.75 Bn. Per annum.

Returns are over 6 times more going alone.. havent done a SP valuation but everybody can see where this is going.

Hold tight, because the big boys can finally see this. dont be the person who sold POH at .15 cents on the way to $15.