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Re: thermo post# 535429

Saturday, 11/19/2022 8:00:42 AM

Saturday, November 19, 2022 8:00:42 AM

Post# of 822220
Thermo,
Thanks for posting your thoughts here. What is your take on valuation if the company can scale to 12,000 patients per yr at Sawston after approval in the UK assuming a price per patient of about $210,000?

My fairly simplistic model suggests a valuation of about $38B using a multiple of 15. Obviously this doesn’t include any value for Direct. Would really appreciate your thoughts. Thanks
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