(Total Views: 603)
Posted On: 02/02/2021 4:18:02 AM
Post# of 153903
This from our Counting Prenatal Chickens Dept.:
Morokoy posted a value analysis from Deep Glance where the person wrote:
"Nader has disclosed his expectation of $10-$15bn of top line revenue in 2021 (assuming EUA and/or BLA), ...assume the low end of the range of $10bn. That leaves CytoDyn with $8.5bn of gross profit. Now we know there are approximately 700 million shares outstanding on a fully diluted bases.... 2021 gross profit per share will be $8.5bn/700mn = $12/share."
I'm trying to figure how they could get $10 billion of revenue. A company PR said CytoDyn will have over 1 million vials this year and could ramp up production to 2-3 million vials. Not sure if the 2-3 includes the 1 million, but let's say it doesn't. So use the optimistic 4 million total vials, or 2 million doses. Then use a similarly optimistic $3000 per dose (I've heard as low as $1200). Even with those cheery figures, I "only" get $6 billion in top line revs, not $10b.
For the better number crunchers here: if all goes well, with EUA and HIV BLA, and ramped up production, what revenues could 2021 possibly bring?
Thanks in advance. Trying to have a conversation with my it's-gone-up-sell-it-now darling wife in which I trot out impressive revenues to come....
Morokoy posted a value analysis from Deep Glance where the person wrote:
"Nader has disclosed his expectation of $10-$15bn of top line revenue in 2021 (assuming EUA and/or BLA), ...assume the low end of the range of $10bn. That leaves CytoDyn with $8.5bn of gross profit. Now we know there are approximately 700 million shares outstanding on a fully diluted bases.... 2021 gross profit per share will be $8.5bn/700mn = $12/share."
I'm trying to figure how they could get $10 billion of revenue. A company PR said CytoDyn will have over 1 million vials this year and could ramp up production to 2-3 million vials. Not sure if the 2-3 includes the 1 million, but let's say it doesn't. So use the optimistic 4 million total vials, or 2 million doses. Then use a similarly optimistic $3000 per dose (I've heard as low as $1200). Even with those cheery figures, I "only" get $6 billion in top line revs, not $10b.
For the better number crunchers here: if all goes well, with EUA and HIV BLA, and ramped up production, what revenues could 2021 possibly bring?
Thanks in advance. Trying to have a conversation with my it's-gone-up-sell-it-now darling wife in which I trot out impressive revenues to come....
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