It takes three doses of IV Zyesami for a treatment regimen per patient, let's assume $8,000 per dose as the cost has come down. The USA has 50 states and each state's hospitals would (in my opinion) want an average of 30,000 doses as a stockpile or 1,5 million doses, enough to treat 10,000 people in each state or half a million in the United States. $12 billion in sales. The DARPA/BARDA has initiated a stockpiling order for 430,000 doses. $3.4 billion in sales. Assuming the EU wants the same as the USA, $12 billion in sales. Rest of the world, let's assume another 1.5 million doses or $12 billion. the point of this is to show that without a lot of salesmanship or promotion, our two companies could initiate world wide sales of around $40 billion for a combination of stockpiling and hospital inventory. Not taking into account the different percentages in our favor, dividing by half and half again for a 50% profitability.... we see earnings of $10 billion this year even with us in July/August if, and it's a big if we can produce 5 million doses before year end. What would that equate to in share price and market cap for these companies? North of $40 up to $80 billion. Remembering that these professionals will uplist this company in a heartbeat once it is in their/our advantage and we haven't even begun discussing the inhaled version for covid nor all of the other indications we are aware of and for this company the add on "other" drugs in our pipeline. I don't think it is unreasonable to assume a market cap in the $50 to $80 billion range assuming what we can see on the horizon and with the pandemic still raging across the world. Actually, since we have the greater earnings potential with the contractual agreement we could see $100 billion on a 10X forward earnings. All of these assumptions are just that, the price, the sales, where the sales will originate, but in thinking about where one might want to sell and why... it is good to consider these kind of ideas so one doesn't sell out too soon. Having been here a year and paid dearly in patience and reduced lifestyle, I personally want to make sure I maximize this investment for all it's worth. I'm inclined to think $10.00 to $20.00 are more worthy exit points than $3.00 to $5.00 as many, including myself, have considered in the past. I've considered 4 billion as the # of shares outstanding.
Again, just food for thought, contemplating something to compare against what is about to occur once the EUA is granted. A guide for myself. Possibly it will tickle your brain to make a more informed decision. That is my hope.
~ Zaran, Y@h00 RLFTF finance conversations
