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Spectral Medical Inc T.EDT

Alternate Symbol(s):  EDTXF

Spectral Medical Inc. is a Canada-based late-stage theragnostic company advancing therapeutic options for sepsis and septic shock. The Company develops and commercializes a treatment for septic shock utilizing its Endotoxin Activity Assay (EAA) diagnostic and the Toraymyxin therapeutic (PMX). PMX is a therapeutic hemoperfusion device that removes endotoxin, which can cause sepsis, from the bloodstream and is guided by the Company’s EAA. PMX is approved for therapeutic use in Japan and Europe and has been used safely and effectively on more than 340,000 patients to date. It has pioneered the development of biochemical markers for the clinical syndrome known as septic shock. It is continuing its legacy business of manufacturing and selling certain proprietary reagents. It develops, produces and markets recombinant proteins, antibodies and calibrators. These materials are sold for use in research and development, as well as in products manufactured by other diagnostic companies.


TSX:EDT - Post by User

Post by mercedesmanon Sep 14, 2023 3:01pm
137 Views
Post# 35636733

EBITDA discounting

EBITDA discountingSome of the SHOBS are likely to say....just becasue Mgt says this is what future EBITDA looks like, and what a valuation expert might put on a Company, doesn't mean that is what it could or would be sold for.  Very true.

I can easily argue the value could be as high as $ 6B when one factors in the following:
  • convert to CAD $
  • CAD market
  • average of 2.5 columns (treat til EAA falls and or source of infection is under control)
  • price of say $ 9000/acartridge vs $ 6250
  • worldwide EAA SALES (guided diagnostic use with PMX in EVERY other country)
  • >48% EBITDA split
  • expanded label use
  • > 50% market share on what woudl could be the New SOC (liability issues for Dr's to ignore the treatment)
  • etc.
So even if I SLASHED THE VALUATION to 1/4, one still arrives at $ 1.5B

or roughly $ 5./sh

I personally hope and expect that Spectral will not sell their shareholders short, just to take the money and run.  Not with BOD oversight.


What? the SHOBS want to discount the potential by 90%? becasue of this factor or that?

That's still $ 2 or a 5 or 6 bagger !!!!!  (assuming FDA approval - which I presume they will argue is a longshot, and 10 years in the future)

Maybe a good idea for those that haven't already, to load up before the 90 patient bell rings.

MM

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