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
- Forums
- ASX - By Stock
- Ann: DAYBUE net sales US$87.1 million in Q4 2023
So, really rough calculations. Cash: 228m (as of last 4c)Daybue...
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