Putting numbers on it, page-2

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Andrewst10

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27/10/20

23:59

Post #: 48436746
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Originally posted by manuelbean: ↑

Great news, finally.

I was wondering about what numbers we could be seeing with both the Eisai partnership and the ERT partnership.

I understand that there is huge potential here, but it's not as if the company has been profitable, right? How should one think about it?

If we divide those $45 Million from Eisai by 10 years, we're talking about $4,5 Million per year. Let's say that it's all profit and slap a 20x multiple on it. That would mean a AUD$126 Million marketcap. The current marketcap is $206 Million, so Mr Market is ascribing a AUD$80 Million value for the Clinical Trials and Research segments.

Is this too low? The administration costs have been consistently higher (or just a bit lower) than the operating profit from the Clinical Trials segment, so...

If Aducanumab doesn't go forward, should we expect a decline in Clinical Trials revenue?

Cheers

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I read the release this morning - but need to re-read for details

The $45 million is for distribution rights, however sales revenue also flows through to CGS dependent on sales performance.

CGS Price at posting: $1.21 Sentiment: Hold Disclosure: Held
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