Cash $180m
Debt $ 0m
Royalities $ 80m
Sub Total $ 260m
Pipeline Value assumption at some time in the future.
ART 621 $164m $219m
PMX53 $ 68m $ 84m
PMX-AMD $ 56m $103m
ART101 $ 21m $ 27m
ART104 $ 21m $ 33m
ART010 $ 19m $ 27m
ART150 $ 5m $ 7m
ART140 $ 5m $ 8m
ART160 $ 5m $ 5m
Sub Total $444m Low End
Sub Total $593m High end
Platforms Technology Value assumption
Superhumanisation $ 20m
Synhumanistaion $ 20m
EvoGene $ 20m
Sub Total $60m
Lucrative Partnership Deals Value assumption
Aveo 1st Product Milestones $2m Royalities @ 4% $20m
Aveo 2nd Product Milestones $2m Royalities @ 4% $20m
Aveo 3rd Product Milestones $2m Royalities @ 4% $20m
Aveo 4th Product Milestones $2m Royalities @ 4% $20m
Aveo 5th Product Milestones $2m Royalities @ 4% $20m
Vengenics 1 Product Milestones $2m Royalities @ 4% $20m
CSL Limited 1st Product Milestones $2m Royalities @ 4% $20m
CSL Limited 2nd Product Milestones $2m Royalities @ 4% $20m
GSK 1st Product Milestones $2m Royalities @ 4% $20m
GSK 2nd Product Milestones $2m Royalities @ 4% $20m
GSK 3rd Product Milestones $2m Royalities @ 4% $20m
Sub Total $22m Milestones
Sub Total $220m Royalities
So a sum of parts calculation could look something like this.
Low End High End
Cash $180m $180m
Royalities $ 80m $ 80m
Grants $ 7m $ 7m
PipeLine $364m $513m
Platforms $ 60m $ 60m
Partnerships $242m $242m
Total $ 933m $1082m
COMPARE THE TWO
ARANA – market cap today is $ 244 Million
Arana has 7 products in development
1 in the clinic.
1 in collaboration with Kyowa.
Arana has 11 in Partnership deals with Milestone and royalties expected on sales.
Arana has 3 technology platforms.
DOMANTIS – Sold for GBP 230 Million this equates to A$575 Million
Domantis had 5 products in development
None in the Clinic.
9 in partnership deals.
And 1 technology platform, this I could be wrong on.
Well is Arana undervalued,, anyone.
- Forums
- ASX - By Stock
- AAH
- sum of parts aranas valuation imho
AAH
arana therapeutics limited
sum of parts aranas valuation imho
-
- There are more pages in this discussion • 33 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add AAH (ASX) to my watchlist
Currently unlisted public company.
The Watchlist
LU7
LITHIUM UNIVERSE LIMITED
Alex Hanly, CEO
Alex Hanly
CEO
SPONSORED BY The Market Online