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Posted On: 02/04/2019 9:31:01 AM
Post# of 154812
re Model-Update Progress: refined
https://finesand.wordpress.com/cytodyns-pro-1...ion-model/
Model 03c shifting the used 'Base 2019' a little:
- Combo more towards IN2015 data, same outcome
- Mono reduced, 'only' using lower end 60% VLsup
Notable edits:
- THERF forward P/E > 23 today
- CYDY Combo Market-Size is more than 80 times of THERF’s Combo value in USD
- CYDY has Mono, GvHD and Cancer in pipeline, with Mono having 4x market-size of Combo
- R&R used a 24% royalty partnership in their model and if applied to HIV-1 Combo and Monotheraphy’s ~$40/sh we would end up at ~$10/sh roughly.
- Minimal forward P/E 5 only, we should have at least 1/3 of above HIV-1 valuation, i.e. a SP of ~ $13/sh.
PDF https://cdn.discordapp.com/attachments/282295...dy-03c.pdf
ODS https://cdn.discordapp.com/attachments/282295...dy-03c.ods
https://finesand.wordpress.com/cytodyns-pro-1...ion-model/
Model 03c shifting the used 'Base 2019' a little:
- Combo more towards IN2015 data, same outcome
- Mono reduced, 'only' using lower end 60% VLsup
Notable edits:
- THERF forward P/E > 23 today
- CYDY Combo Market-Size is more than 80 times of THERF’s Combo value in USD
- CYDY has Mono, GvHD and Cancer in pipeline, with Mono having 4x market-size of Combo
- R&R used a 24% royalty partnership in their model and if applied to HIV-1 Combo and Monotheraphy’s ~$40/sh we would end up at ~$10/sh roughly.
- Minimal forward P/E 5 only, we should have at least 1/3 of above HIV-1 valuation, i.e. a SP of ~ $13/sh.
PDF https://cdn.discordapp.com/attachments/282295...dy-03c.pdf
ODS https://cdn.discordapp.com/attachments/282295...dy-03c.ods
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