So, really rough calculations.
Cash: 228m (as of last 4c)
Daybue Royalties: 65m (Mid-point) - 35x fwd PE - 2,227m)
PRV 1/3 -33m USD, 50m AUD
Daybue Milestones:
>250m 50M USD (75m aud) - Guidance $370 - 420m - easily hit
Only the above things (that are known) can give a conservative 2.5b market cap. What isn't included (I have probably missed some, too)
- Milestone for >500m (50m USD)
- Milestone for >750m (100m USD)
- Milestone for >1b (150m USD)
- MIlestone related to Fragile X development, if it goes ahead (55m USD)
- Value for the NNZ-2556 successful P2 in PMS
- Any other NNZ-2256 trial
- Row Milestone (100m usd upfront, 35m usd for first sale in europe, 15m usd for japan, 10m for a second indication in europe, 4m for a second indication in japan)
- Royalites for Daybue (Row) - Mid teens to low 20% of net sales
- Sales milestones based on Daybue Row Sales
- Future indications for NNZ-2256
Ann: DAYBUE net sales US$87.1 million in Q4 2023, page-64
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Last
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Change
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Mkt cap ! $2.401B | |||
| Open | High | Low | Value | Volume |
| $18.96 | $19.06 | $18.72 | $2.871M | 152.4K |
Buyers (Bids)
| No. | Vol. | Price($) |
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| $18.85 | 73 | 5 |
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| Last updated 13.42pm 12/06/2024 ? | |||||
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