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Re: Fireman02360 post# 514931

Monday, 09/19/2022 7:23:57 AM

Monday, September 19, 2022 7:23:57 AM

Post# of 702727
Fireman- Your project is as good as others. Nobody knows where we land. It is up to company and where they are in regard to other cancer indications. If they have started DCVAX-D trials then we need to consider that in our valuation projection.
But one thing for sure as they get approve in other countries the valuation will be revised upward. Look at $NVCR with $600 mil revenue they have close to $8 Bil MC lately. Remember their valuation used to be much higher because they were the only driver in brain cancer indication. Now here comes Dcvax-L with much better results, better QL, and more reasonable cost, in addition they have got great results in combo trails.
At this moment we just can dream about valuation. When you say $10 Bil valuation I am assuming the PPS should be around $7. Hmmmm.
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