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Bullboard - Stock Discussion Forum 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... see more

TSX:EDT - Post Discussion

Spectral Medical Inc > Rough Valuation ——— MM & AP
View:
Post by Gorf79 on Jul 02, 2022 2:58pm

Rough Valuation ——— MM & AP

MM/AP 

I've seen both your valuation analysis in the past.

I'm a business school grad but not as astute as you at valuing an as yet unleashed entity....I'm a marketing guy.

I know you both have a handle on the PMX valuation, but I'd love to see your Dialco valuations.

I'd conservatively calculate a 40-50% 5 year market share in Clinic for SAMI and a 65-75% share for DIMI over that same timeline. 

Based on the current fully diluted count of what? ... 265mil, what is your Dialco stand alone valuation tell you?

Thanks Man,

Gorf

Comment by JohnnyCashMoney on Jul 03, 2022 12:50am
Did you quit farming? Who is going to feed the goats? FYI- you forgot to go to the AGM with your investor group 
Comment by Gorf79 on Jul 03, 2022 6:52am
You boys are slow on the draw so I ran my own calcs. Using an average industry multiple of the past 5 years of biotech ( 17 x) and an average penetration of 45% over 5 years I have a SP of $28.66. That assumes a 50% GM and a selling price of 25K for both SAMI and DIMI. Some other minor assumptions as well.......Those are a bit of a guess but got some insight from some reporting on Braun and Da ...more  
Comment by Gorf79 on Jul 03, 2022 6:53am
$28.66 USD BTW.
Comment by Gorf79 on Jul 03, 2022 6:56am
Excludes Canada.  I assume we have a need as well but that 10-15% revenue increase is completely ignored so I have followed suit.
Comment by Gorf79 on Jul 03, 2022 7:04am
On Canada alone, my same assumptions produce about $3.45 USD per share....
Comment by Gorf79 on Jul 03, 2022 7:08am
I'm about to jump on a bass boat but gotta tell you I'm at $53.79 a share for Spectral Medical all up all in using that same average multiple. That assumes some global EAA revenue but not a lot and is US only otherwise...
Comment by JohnnyCashMoney on Jul 03, 2022 7:52am
What about the crooks at 4.06? Did your friends gettem? You are a smear of a reptile . I think you snakes should worry about cents before dollars
Comment by Gorf79 on Jul 03, 2022 8:06am
I spent some time as a Junior A fighter while in University back in the late 90's. I'm pretty sure you wouldn't say that to my face you POS !
Comment by JohnnyCashMoney on Jul 03, 2022 8:34am
I guarantee I would! I would put on my Borat suit and T-Bag you. Bike racks, after school?
Comment by JohnnyCashMoney on Jul 03, 2022 10:36am
Are there moments in life where you take stalk of who you are? Try it
Comment by MMABStrader on Jul 04, 2022 1:15am
Is your $53.79 share price projection after the 1:10 reverse stock split?
Comment by Gorf79 on Jul 04, 2022 7:04am
$53.79 is from a dead start at 34 cents. My NPV on the ARC deal alone is $1.48 using a 65% penetration rate across all their sites x a conservative EBIDITA figure x a conservative industry multiple x and divided by some other minor variables... factoring in zero annual ARC growth in sites... Yep, I'll never show my calcs for free but that is what I have come up with.... 8 years in ...more  
Comment by JohnnyCashMoney on Jul 04, 2022 11:09am
28 years farming goats. You definitely know sh@t.
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