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Re: WorstLuck post# 255630

Wednesday, 07/09/2025 5:11:35 PM

Wednesday, July 09, 2025 5:11:35 PM

Post# of 257481
Because you have no idea how much value the buying company put on the asset independent of the CVR I’m not saying what you’re doing is wrong to try and ascertain the value of an asset, but there’s a big unknown there right now you have the majority of the CVR, which is very small actually at six dollars versus $129 buyout price on a regulatory milestone years out
Trying to figure out the value of the preclinical kit, inhibitor is certainly flawed trying to compare it to a comparable Target and phase 3, but you can try and do a probability adjusted analysis from reaching a similar stage and I would argue this just as much variability and guest work around that is knowing what fee paid for the clinical kit inhibitor that’s in the buyout price excuse typos this is dictated

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