(Total Views: 531)
Posted On: 12/17/2020 2:58:49 PM
Post# of 153994
I've been reflecting on my optimism, and thought I would try to be a bit more negative for a while. See how I feel.
I would not be surprised to see us pass $20 if we get EUA in the US. But in a year, our valuation will be based on revenue (hopefully).
I can see a scenario where, a year from now, we sold a couple billion of LL for COVID and reinvested that money into our trials. We are getting ready to sell LL for HIV (or have just started), and the valuation will be based on the multiple of HIV revenue.
I am not expecting COVID to be a long term money maker, but I could be wrong. Ohm has also stated that LL may be an effective treatment for ARDS in other diseases.
So, I think at that point in time its really going to depend on what revenue is, and how many indications are in the short term pipeline.
How are the cancer trials progressing?
Nash?
GvHD?
I would not be surprised to see us pass $20 if we get EUA in the US. But in a year, our valuation will be based on revenue (hopefully).
I can see a scenario where, a year from now, we sold a couple billion of LL for COVID and reinvested that money into our trials. We are getting ready to sell LL for HIV (or have just started), and the valuation will be based on the multiple of HIV revenue.
I am not expecting COVID to be a long term money maker, but I could be wrong. Ohm has also stated that LL may be an effective treatment for ARDS in other diseases.
So, I think at that point in time its really going to depend on what revenue is, and how many indications are in the short term pipeline.
How are the cancer trials progressing?
Nash?
GvHD?
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