Replies to post #73284 on Biotech Values

[zipjet]

>>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