Aug. 22 at 8:26 PM
$AKBA facts time: Vasfeo still has a very long way to go to justify a
$100 million annual revenue target, especially with Arixuya continuing to decline. At an average price of
$2.X,000 per year, Vasfeo would need roughly 50,000 paying customers to generate
$100 million annually, or about
$25 million per quarter. That’s a massive gap to close, particularly if the broader business is seeing declining revenue from Arixuya. With the entire company’s valuation being supported by expectations of future growth, the current valuation looks increasingly difficult to justify unless Vasfeo can show a significant acceleration in customers, revenue, and overall business performance.
