Assumptions;
15% WACC - used for full DCF model
50% take up only of eligible patients
Royalties at 10% (not escalating) and assumed partnership in all regions for both drugs
Annual revenue estimate by location by person - North America $133k, Europe $100k, ROW $50k
Approval weightings - Retts 90%, fragile x 50%, 2591 x 4 indications all at 33%.
Assumed all sales end when the patents expire
No assumption re any other indication, ie: nothing for Parkinsons, TBI, autism etc
Drum roll.......The after tax valuation comes in just North of $15 per share. Doesn't seem too silly does it?
Assumptions;15% WACC - used for full DCF model50% take up only...
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