RE:RE:RE:RE:RE:Baxter Valuation fantasy ?
How is an additional $100m USD in Revenue from EAA chicken feed or an aperitif ?
Not to mention it's the keys to the Ferrari - everywhere in the world
Selling EAAs everywhere is a simple business model that alone could support a $1 USD valuation ( assuming PMX approval)
$100m X 4 (conservative P/S) = $ 400M divided by 400M shares = $1 USD
That's more than 3X todays SP!!! That's my true valuation fantasy ....that todays pre FDA ruling SP begins to reflect even the aperitif value.
Finally as a shareholder I'd like to receive something for iDialco. I consider it a minor league draft choice that needs to develop on the farm team, but which has promise. It may need a rethink and it may need a true paradigm shift towards home dialysis, but based on the concept that it innovatively addresses significant barriers to entry to HD I think it has potential. Other companies ( eg NXStage and Outset ) tried and failed so far but achieved significant valuations ( $2B plus) in the process.
In any event, I appreciate the logical and relevant discussion versus a banal focus on timelines from certain others
We agree on the key concept that careful execution and patient selection will drive a much better ROI for SHers in the long run ( now the short run)
MM