There has been much discussion around CU6 making it through to 2025. As long as they get as close to a fair valuation for the company it does not matter. What is the price range that could be expected for a company like CU6?
So timing of CU6 being sold
40% chance by mid year
40% chance in the second half of 2024.
20% chance 2025.
Valuations have been wildly different. They have always mentioned Cu6 wants to beat the Sirtex deal ($1.8 Bil Aust)
Conservative estimates $2-5 Billion US$
Optimists $6-10 billion US$
If you get 4 big pharma co's having a bidding war , who knows. They would not like coming second in the race to own CU6. Especially Pfizer after being the under-bidder on Endocyte. Endocyte was $2.1 US. A single asset in 2018. Attached is a very interesting article on how that unfolded.
https://www.evaluate.com/vantage/articles/news/zero-hero-endocyte-completes-remarkable-transformation
So when you add AAA purchase to Novartis for $3.9 Billion US$ you spend a total of $6 Billion to make a Diagnostic and therapy (GA68 and Lu177) that Novartis works with today.
Clarity appears to have a better product than these two products in Cu64 and Cu67, and other very valuable assets. You can see why the optimists see $6 bil plus as a fair starting point.
2024 is going to be a very very interesting year for Clarity holders.
Best Regards
- Forums
- ASX - By Stock
- CU6
- CU in 2025?
CU in 2025?
- There are more pages in this discussion • 16 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add CU6 (ASX) to my watchlist
(20min delay)
|
|||||
Last
$4.30 |
Change
-0.050(1.15%) |
Mkt cap ! $1.356B |
Open | High | Low | Value | Volume |
$4.35 | $4.44 | $4.30 | $6.690M | 1.536M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
7 | 1739 | $4.29 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$4.31 | 2124 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
6 | 1254 | 4.290 |
2 | 2225 | 4.280 |
5 | 32926 | 4.270 |
3 | 2393 | 4.260 |
6 | 15543 | 4.250 |
Price($) | Vol. | No. |
---|---|---|
4.310 | 4708 | 5 |
4.320 | 2144 | 3 |
4.330 | 8350 | 4 |
4.340 | 3275 | 3 |
4.350 | 2550 | 2 |
Last trade - 10.57am 27/05/2024 (20 minute delay) ? |
|
|||||
Last
$4.32 |
  |
Change
-0.050 ( 1.61 %) |
|||
Open | High | Low | Volume | ||
$4.41 | $4.44 | $4.30 | 18192 | ||
Last updated 11.19am 27/05/2024 ? |
Featured News
CU6 (ASX) Chart |