RE:RE:SP vs #patients
So:
1500 patients X $60000 = $90 000 000 sales
$90 000 000 X 48% = $43 200 000 TH's part
$43 200 000 - $5 000 000 (sales revenu wont be totally net) = Pretending a $38 200 000 net profit
$38 200 000 / 75 000 000 (# shares) = $0,509 (eps)
$0,509 x ratio of 15 = Share price of $7,63
We are far from a $20 SP. But lets say the approval is provided in canada and Europe 1 year after the approval, let say we were able to reach that 1500 patients, we could think that 1 more year later we could end up with 2500.
2500 X $60 000 = $150 000 000 sales
$150 000 000 X 48% = 72 000 000 TH's part
$72 000 000 - $ 5 000 000 = $67 000 000 net profit
$67 000 000 / 75 000 000 (# shares) = $0,893 (eps)
$0,893 X ratio of 15 = Share price of $13,39
Of course we all hope for other deal (as long as the deal is good) to distribute another one or two product.
If an IM formula can eventually reach the market, yes this will bring more patient, good for us.
We can dream about a better than expected labelling (I realy dont think this will happen)
We dont know, maybe the drug will be well received by patients and doctors making Trogarzo a no brainer decision for the 10 000 US (canada and europe) market patients.
So as any other shareholder from other companie, we are dreaming, expecting, hoping for the best in our own interest. Like any other shareholders we probably have high expectations. Only time will tell.
So, lets wait and wait again.