RE:RE:MultipleKayz88 wrote: Here's what ChatGPT thinks:
Possible Valuation Range:
Assuming an annual revenue of $118 million, and considering the breakthrough status, you might look at a multiple ranging from 10x to even higher, such as 12x-15x or more, depending on the factors mentioned. This would suggest a valuation range of approximately $1.18 billion to $1.77 billion or potentially higher.
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Rule of thumb for TLT is $4 = $1 billion market cap. So somewhere between: $4.72 and $7.08 per share. Assuming we received BTD and are able to capture 7% of the market.
Thanks for that. It's actually a logical base case to consider. While 7% of market share seems quite low, I've questioned here, much to the chagrin of the cheerleaders, the possibility that the commercial landscape may not be so welcoming of this protocol and there will still be a post trial "battle" to be fought out. The CR data, while very encouraging, is not living up to the ph1 gold standard potential of curing 2 out of every 3 patients. Ruvidar is hands down better than adstiladrin (based on current data) but other "lease your life" protocols are demonstrating CR data in a far closer range to ruvidar and, far more importantly, generating excitement and winning the FDA and uro-oncologist community popularity contest. They apparently like the never ending instillation model. And considering where the sp sits currently, a $1B market cap is close to a 25 bagger.