CHM 5.56% 1.9¢ chimeric therapeutics limited

valuation thoughts, page-3

  1. 256 Posts.
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    all great points and really highlights what I feel is the right way to look at this company at this point.

    great management team

    well thought out approach with attacking GBM first up, strongly spoken to above

    potential to go from phase 2 to approval can see a leap in MC

    I tend to use conservative figures as shown by the 50% discount applied to Edison’s already conservative peak sales figures, the CR’s at only $0.25 SP, and the low multiple of 2.5 as a potential buyout valuation where others have achieved much better

    all up my conservative valuation allows me to sleep at night knowing that I’m likely to be surprised to the upside.
    again not without risks but therein lies the fun

    I’m looking forward to the journey and sure to learn heaps along the way
    Last edited by DrillDown2014: 24/03/21
 
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