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Re: WOW23P post# 6464

Wednesday, 05/13/2020 11:00:26 AM

Wednesday, May 13, 2020 11:00:26 AM

Post# of 8387
Analyst Targets/View on Company etc.

Apologies - Been drinking from the firehose with work these days and have not been able to comment.

To close the loop on a few things; I did dial-in to the Conf Call - overall great Q1 with persistent growth and the scaling has been highly accretive to the bottom line.

Some highlights I took down:
- Pharma growth persists despite the pandemic (2 new programs with one officially launched and one expected to commence shortly)
- As of April Plasma volumes are down 15%; note Q2 is seasonally weaker in terms of volumes and this is slightly more than usual due to Covid-19 (While this is hindered by the recent government checks that went out and the "stay at home" policies" we must also note they added many centers compare to last year so that will help ease the blow. In addition for those who have not seen it significant donation premiums are being given to people who are found to have Covid-19 antibodies). While this is the short term effect given Covid-19, typically recessions lead to MORE donations as more people try to find ways to come up with cash. When things open up this is likely to provide a strong tailwind to Plasma.
- Premier Card has been launched in addition to exploring other programs outside of Pharma and plasma to further diversify the business.

Current stock performance appears to be a little overdone and in my opinion likely due to some small weakness expected in Q2 - could be a great opportunity to pick it up at a discount for a longer-term growth play.

Overall the analyst community was Neutral to slightly positive on the company's outlook and Q1 results - mainly slight upgrades (1 decrease in PT):

Average Price Target is 11.50$

Ladenburg Thalmann: Q1 Points to Continued Impressive Growth Through 2021; Raising PT to 12$

Canaccord: Solid Start to the year; pharma stability to offset temporary plasma softness next quarter PT 11$

DA Davidson: Great Start to Year; Trimming Forecasts on Lower Visibility (PT: 11$ from 12$)

BTIG: PAYS Delivers Modestly Positive and Largely Uneventful 1Q20 Report, Refrains from Providing 2020 Guidance driven by Pandemic Uncertainty - Neutral No Target

Maxim Group: Revenue Beats Guidance; Solid Outlook; Maintain 2021 Revenue Estimate; Potential Covid Play - Raise PT to 12$ on valuation.

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