Hey Nashezz
I think your revenue figures are pretty achievable. They may well have 150M in sales this year alone. To get to 450M they need about 1200 patients. Given that they already (17 weeks in) have 1500 that have a covering policy, I don't feel access is a roadblock. How many elect not to try or try briefly and drop out, only a few in the inner circle would have some early numbers.
The only way I see a reasonable PE here (in this mess of a ASX) is if a dividend starts, then investors will buy stock (making the market momentarily more efficient) until that dividend is equal to a 5-6% yield. Then we could have a 20PE. For the record, I am not for divi at the moment, I want Jon and the team to build a war chest that could finance their own ph3 trials (as a leverage tool against future partners looking to tighten the screws on deal for 2591)…..
As it stands though, this is all very much hypothetical when the SP is being rinsed at 12.50.
Hey NashezzI think your revenue figures are pretty achievable....
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