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Some basis for a future valuation of $200

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LilBigKahuna Member Profile
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LilBigKahuna Member Level  Tuesday, 04/15/08 02:03:44 PM
Re: None
Post # of 136198 
Some basis for a future valuation of $200 a share. Looking 5 years out:

If all goes well in the next 90 days, the first pre-NDA will be filed before the end of the year and the NDA should be approved in the first quarter 2009. The first NDA will probably be the topical nanoviricide EkcCide. That should be a rapid approval of not more than 5 years and probably closer to 3. It will be fast-tracked and given compassionate use status if it in any way reverses EKC blindness. That is a billion dollar a year market just in Japan, and $5 billion world wide. Viral pink eye expends the market from there.

HiviCide will also get the fast track after the first round of animal studies and confirmation testing. Again compassionate use will enter following NDA status and Phase 1 trials. Look at how quickly other very toxic treatments were approved to get an idea of how quickly NNVC will receive approvals if the stuff is effective at controling HIV viremia. By 2013 it would be fully approved for a $2 billion market.

Ebola, Dengue and other military/defense hemorrhagics won't need FDA approval for stockpile. Still, looking 5 years out, my estimate based on other stockpile drugs would be in the $500 million a year range to maintain each application. DengueCide would actually have a market in 5 years as it has turned epidemic again.

FluCide and AviFluCide, eventually a $5 billion market for critical care patients who cannot be vaccinated or for whom vaccination will not be effective due to weak immune systems.

So, if all goes well, in the next 5 years, I estimate that annual gross sales for nanoviricides will begin approaching $12 billion a year with NNVC taking 17% to 20% of that (to be conservative). There would also be 2 $500 million drugs entering the market every year, which would add to the capitalization.

So, assuming a worse case scenario of another 20% dilution over the next 3 years (same as the previous 3 years) that would result in about 142 million shares in the o/s, but lets round that up to 150 million shares. Consequently, 150 million shares with income of 2.04 billion a year times a 20X market cap yields 40.8 billion cap or a share value of $272 a share. I think $40 is a little low. This is why some posters keep saying $200 a share, which is probably low since my numbers are on the low end.

Recently,Takeda Pharma bought out Millinium Pharma for $8.8 billion. Millinium has only one drug with projected revenue for 2008 of $345 million with small income growth for the next several years. I'll repeat, a company with a $345 million income, with some projected growth was capitalized at 8.8 billion. Makes me wonder if $200 a share isn't off by an order of magnitude.

However, all of the above assumes that EkcCide will be effective against viral EKC, and HIV can be controlled by a topical treatment with a skin patch. None of this is yet proven, but our docs haven't been wrong yet.

And, yes, I use a lot of "ifs" and "assumes" and other subjunctive moods expressing future events not yet come to pass in a wishful process. However, this post is meant to show that if progress continues without setback, which it has so far, $200 a share has a very strong and reasoned basis.

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