Good discussionThanks to all those engaged. It's fascinating to see that holders of this stock have very different opinions.
Nobody challenged the numbers I presented valuing ONCY at 9B... but I had a rethink.. even though the PD-L1 is dosed at 4 vials per session, this does not mean that patients would be getting x4 vials of Pela at each pela infusion.
Assuming it is 1 vial, then it will certainly not be the same cost as that of Bavencio. So if we revise the sales figures accordingly, we get a 1/4 of 450 million... 112 million, valuing ONCY at 2.25 Billion.
Based on current price, that would mean a 20x from here... that's about $36 per share... which I think IS achievable. Sorry guys, I just don't see 9 billion on the cards...
Not considering where we are in this cycle...
revised figures from others more than welcome.