Replies to post #85908 on Cytodyn Inc (CYDY)

[JPG77]

I think the true definition of an illogical thing to say is when someone says a company that may globally save lives for those who have Covid or sever flu symptoms, cancer and metastasis, HIV, Crohn's Disease, GVHD, MS, NASH, Parkinson's Disease, etc. etc. etc., is only worth 12 billion.

Even at 3 digit - the market cap will touch $70 B - I heard his that comment - that is also illogical thing to say

[ohm20]

Let's just look at NASH in the U.S. It is estimated that 10 million U.S. adults have NASH, not the less serious NAFLD. In a previous analysis I used 20% market penetration across all indications. Let's go even more conservative and say 10%. That would mean 1 million patients.

Assume $30,000 cost after discounts etc. - $1,000 overhead for sales = $29,000 / 2 (50% after net) = $14,500 - 6.5% royalty @ $30k ($1950) = $12,550 - $500 internal overhead = $12,050 earnings

1,000,000 patients x $12,050 = $12.05 billion in earnings x 12 EPS = $144.6 billion market cap / 730 million shares = $198 per share

Even if there's only 2% market penetration that's $39 for just NASH.