36 is the current PE of CSL ( biggest biotech on asx ) , and just happens to be same PE for reoccurring royalties for Nuren. Asx bio startup ( like botanix ) that recieved fda clearance recently.
It could just be a fluke they are both 36, but what a coincidence. I only looked at those two. CSL for what investors value a long term solid , slow growth medical vs short term startup ( Nuren ) with first product just in market, so 36 PE is what the evidence points towards in my opinion.
The big unknown, is the E ?
Currently priced at around 3000 patients for 1 year, or 36,000 patients for a 1 off 1 month buy.
36 is the current PE of CSL ( biggest biotech on asx ) , and...
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