CGS cogstate ltd

2.79%

$1.84

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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(20min delay)
Last $1.84		Change 0.050(2.79%)		Mkt cap ! $312.3M

Open	High	Low	Value	Volume
$1.81	$1.84	$1.79	$19.96K	11.05K

Buyers (Bids)

No.	Vol.	Price($)
1	2500	$1.80

Sellers (Offers)

Price($)	Vol.	No.
$1.84	1424	1

View Market Depth

No.	Vol.	Price($)
1	2500	1.800
2	6424	1.790
1	1000	1.785
1	2723	1.780
1	278	1.770

Price($)	Vol.	No.
1.850	300	1
1.880	2426	1
1.900	4400	1
2.000	150000	1
2.100	3000	1

Last trade - 16.10pm 25/07/2025 (20 minute delay)

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