Analysis of the Kedrion dealWhat would the share holders have had, if LMNL not done the "deal" two weeks prior to FDA approval?
- $100M USD from the PRV sale, your estimate.
- retain the two collection facilities. $17M USD value.
- retain the plasma line including Ryplazim. $5M USD value which sounds ridiculously low.
$100M USD + $17M USD + $5M USD = $122M USD or $149M CDN
So two weeks before we get 100M$CAN (your number) for assets that were worth $149M CDN.
Latest analyst ratings are downgrades.
Piper Sandler downgraded from $22 to $4.50. Neutral from Overweight.
H C Wainright downgraded to Neutral from Buy.