I think the negotiation should be more directed at the potential impact to the either of the two incumbents.
As an example;
The marketplace is forecast to be 10b in the next few years. Given Medtronics already holds 60% of the market, If they gained ownership or licensed our TAVR device, then quickly gaining 90% market share would not be unreasonable. That would be a $3b annual revenue increase. However also, if they lost the negotiation to their opposition it could drive a drop very quickly to potentially just 10% of the market or a $5b reduction in annual revenue.Their market cap of 160.16b is currently 5.73 times revenue, so the dollar impact of a $3b gain or $5b loss would be a market cap gain of $17.2b or a market cap loss of $28.7b.
So a potential impact to Medtronic shareprice, shareholders, directors, etc of $45.9b Market cap
As owners of this technology if we can’t negotiate a licence to take 20% of that $45.9 billion, then we should be disappointed. If we need to sell the whole business then a substantial figure on top of $9.18b would be required to include the addition unrealised potential of the Adapt technology.
- Forums
- ASX - By Stock
- "Toot Toot"
I think the negotiation should be more directed at the potential...
-
- There are more pages in this discussion • 115 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 AVR (ASX) to my watchlist
|
|||||
Last
$9.99 |
Change
-0.910(8.35%) |
Mkt cap ! $211.1M |
Open | High | Low | Value | Volume |
$10.50 | $10.79 | $9.30 | $1.477M | 149.3K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 2000 | $9.70 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$9.99 | 1999 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 2000 | 9.700 |
2 | 146 | 9.600 |
1 | 1050 | 9.500 |
1 | 1500 | 9.420 |
1 | 1050 | 9.400 |
Price($) | Vol. | No. |
---|---|---|
9.990 | 1999 | 1 |
10.000 | 493 | 1 |
10.300 | 1000 | 1 |
10.450 | 357 | 1 |
10.600 | 11800 | 1 |
Last trade - 16.10pm 06/09/2024 (20 minute delay) ? |
Featured News
AVR (ASX) Chart |