RE: Ratios13 Mar 2023 18:32
I have to be honest starbright…. You’re not making any sense in terms of what your point is. It is that you think RAH is wrong and actually sales will be higher (for STS alone, since that’s the calc he’s using, not a percentage of the entire 1.5bn pa dox market) or that you think the sales will be lower…. But as your last post, you think it’ll be higher….. it feels a bit like dancing around to say his numbers are too high, but you think they should be higher, but based on a different calculation.
I’ve got a major issue with all of these calculation, yours included SB….. AVA6000 is labelled as the pathfinder drug; it opens up the gateway for all of pre|CISION since it’s the same tech applied to multiple drugs. Their entire addressable market (which if acquired by large pharma would be realised a lot faster than by Avacta) is something like $52bn. That’s one platform. It doesn’t take into account TMAC, which is part pre|CISION but with Affimers added in. Which takes you into Affimers within diagnostics and Launch. Then there’s the partnerships with POINT, LG and Daewoong. So everyone’s calculations here make no sense at all because it’s the equivalent of valuing a house based on just one of its walls. What about the rest of it?
Is this just some kind of weird ****ing contest then really where everyone is focused on cog in the whole machine? Because if it is then the lot of you are taking a lot of ****e