Member Info for Yorkshirepragma

We have here a robust company/ tech offering ,which has undergone sig, scrutiny .
The pharma world( a close bipunch from experience) is well aware that it’s near final OK ( if not already), releasing a ‘more kind’ approach on the market.
The potential is several $bn of market t/o.
I’d genuinely suggest ( nil ramp) to other holders that this is a real time winner.
A’la Recent Sussquehanna investment . The production of decent results will set this ‘on fire’ and rightly so.
Pot MCAP…1-2$bn thereafter?…
GLA

Great illustration /demo of interest by market .bodes well…
GLA

This company has two distinct parts, each seeking a strong outcome….Diagnostics team will be seeking a great outcome…let’s see!

Enhertu comment very telling….scientists not usually bullish ,unless strong positive .
GLA
Value of company …
On good results …1-2
Thereafter…2+x

https://investors.myovant.com/news-releases/news-release-details/myovant-sciences-announces-corporate-updates-and-financial-5

$1.7bn

That’ll do

Apparently Susquehanna, seen as younger, swifter, more adroit in the ‘modern market ‘ … “super ..Buffetology “ style, my friendly investment banker ( who lends to young brokers) tell me…GLA

Keep a. Eye on CNBC ,I gather Susquehanna fans……
GLA

https://sgep.com/

& mainly invested in softer product companies. Pharma options Less so…must have seen the value?

I’m reliably informed there’s a Susquehanna followers group. .
They’re welcome !

https://www.crunchbase.com/hub/susquehanna-international-group-portfolio-companies

And just add one of the most value points today is that our Fiona , is alongside Roche’ key oncology scientist . Says it all. As an ex pharma….this is a very very small world.
Once news emerges …stand by your beds!
GLA

For those. With a glass in hand…

https://www.toptal.com/finance/valuation/biotech-valuation
https://www.toptal.com/finance/valuation/biotech-valuation
Rapa ( as I see it.?)essentially saying ….
If it’s a ‘cure’ …+++++++
Jvs etc +++++++
Actual purchase value????
Value is in the eye of the beholder, but if projected rev (forward rev.) is x I’d say 10-20x
Therefore optimally $1bn rev. tentatively MCAP to pay 5-10bn starters.
Ie 20-40 x current.
Seems a lot but quite feasible.
As recognised by the last USA backers of the raise who know their onions,and have some great gems in their portfolio….
So it’s tick tock..
GLA

Once ‘concept proven’ post current trails,it’s fair game …

Followers of Susquehanna …..ala Tic Toc success .?
There is apparently a stateside / ww following .
GLA

Arrowhead $ 3.5bn mareket cap. Rev $160 . Multivariate product.
Sounds familiar
GLA

Jupiters finally decided to live up to its declared investment policy’s, of social responsibility etc etc.
With a prompt or two…

That’s a Lora Lora networking opportunity no doubt!

Sorry typo…that’s if anything I’d say Diagnostics to go ( even with new acquisition)

Your comment on Therapeutic div. sale well put, if anything,mid day Diagnostics to go.
Thereafter Therapeutics licensing, and future R&D cross the board development.
Nevertheless, as this ‘chemistry’ is showing huge promise ,there could well be offers/ agreements/ interest from many. The international spread of activity already speaks legions of the interest level.
Whatever the model ,a success story,and a milestone R& D company (+team)
Market cap on good trail data and stateside interest ..$1-2bn ,thereafter who knows?
GLA

DTW. Your suggestion of ‘possible AQ setup ‘ doesn’t surprise ,bearing in mind the Affimer potential & similarities vis Antibody efficacy etc.
AS been at this a good few years now too,and alls well understood in the sector.
Valuation could be fun with 20-30 forward potential earnings for a biotech at this status ( if successful)
https://www.toptal.com/finance/valuation/biotech-valuation

..see you in Betty’s ,I’ll buy ,if this one blows.
Regards