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Bullboard - Stock Discussion Forum Liminal BioSciences Inc. LMNL

Liminal BioSciences is a biopharmaceutical company focused on the discovery and development of novel, small molecule drug candidates for the treatment of patients suffering from fibrotic or inflammatory diseases that have a high unmet medical need. Liminal BioSciences operates on an integrated basis from our talent hubs in Laval, Quebec, Canada, and Cambridge, UK. Our common shares are listed... see more

NDAQ:LMNL - Post Discussion

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Post by aussyspitz on Oct 20, 2020 11:29am

Revised

If you take sah1's previous high estimate of 500M and add 100M for voucher i.e. 600M subtract 79M LOC/Debt and divide by current shares outstanding of 23.63M + 25% expected near term dilution i.e. 29.54M shares you end up with a SP of $17.64

At first glance at these current prices this looks like a decent speculation investment for a triple........

However, other factors need to be considered the above assumes they are able to sell the company and don't need to raise even more additional funds to continue to pay salaries/ramp up production, pay sales staff and to merely keep the lights on well before any revenues are ever seen and that is if everything goes absolutely perfectly and management is at the top of their game without any additional delays or regulatory obstacles. Given their glorious track record lets just say I am extremely skeptical that they can manage their way out of a paper bag just like most politican they have a history of over promising and under delivering while enriching themselves.

For all those previously claiming $50 to $100 sp by the EOY you might want to seriously consider putting down your crack pipe and trade in your crystal ball.

Again imo they will likely to manage to keep the wheels from falling off the train to keep it moving but by the time they reach the station imo their cargo will have very little real value left for retail investors.
Comment by aldo451 on Oct 20, 2020 1:01pm
Funny how people spin information to validate their points.  “expected near term dilution” pure speculation, you don’t know this “SP of $17.64” What about the P/E ratio? Even with your scenario and a P/E of 13, which is at the low end, you end up with a SP of $229 and biotech’s typically trade at over 20! Give it a break man!
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