"I recommend getting to know page 5 of the December Investor Presentation intimately. Have some fun with numbers. Just this one page alone will ultimately drive dollars per share"-FF
let me see if I understand it FF...
15,000 lung transplants per year in NA but only 20% happen due to high rejection rate.
with SQIs Tor-dx and Dr. S. Techniques they could get the success rate up to 85% (quicker assessment, more reliable assessment , better preservation , refurbishing, etc)
So the no. of Surgeries could go to 12,750 ( 85% of 15,000)
guessing SQI would be able to charge at least what?, $10,000 per assessment, for their diagnostic tools? Small price to pay to improve the success rate in a $1M operation that brings in major revenues to hospital that need it?
if so, that targets $127,500,000 in annual revenue( 12,750 X $10,000) Just for the transplant piece ?
5x revenue would not be an unreasonable valuation for such a business... particularly as it could be used all over the world and the number of lung transplants could rise exponentially as a result of permanent lung scarring caused by Covid ( even for asymptomatic patients)
but let's JUST multiply based on the current market estimates in NA ONLY
revenue $127M
multiplier 5 ( research biotech multipliers/ valuations with patents and exclusivity)
est market cap potential $ 635M ( for just the lung diagnostic division)
per share? Approx $2
what am I missing FF?
starting to see why you keep mentioning the lung diagnostics and arguably the worlds top lung transplant Doc that helped to develop and refine it, and more importantly - that uses it
We haven't even talked about kidneys and livers. the potential is enormous... without even considering the Covid home tests and hospital diagnostics!
MM