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zipjet

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zipjet

Re: DewDiligence post# 73284

Monday, 02/16/2009 8:35:23 PM

Monday, February 16, 2009 8:35:23 PM

Post# of 257262
>>What is your estimate of the probability-weighted buyout price and premium in the LEVP deal?

Lot of guess work to answer that one.

CVR1 - attaining $600M in rev.

CVR2 - orphan for acute or 2 years without competition. (Chances improved as it seems that CSL has fallen behind VPHM which now has a 6/3 PDUFA for acute.)

Probability / value ps

CVR1 - 90% / $0.45

CVR2 - 60% / $0.30

ij

There are times when rules and precedents cannot be broken; others when they cannot be adhered to with safety. (Thomas Joplin)

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