Jan. 25 at 9:54 PM
Analysts project
$SNDX to generate, very roughly, the same revenues over the next 4 years as
$LQDA $ARQT $ADMA $MIRM &
$ADMA (and SNDX's product sales & collaboration revenues generate the most competitive gross margins) yet SNDX trades at a fraction of their market cap.
Note on the graph SNDX is the only one of the five to trade for less than the total 4-year analyst revenue estimates. We suspect this is because the 4 (non-oncology focused) peers have been around longer & have a less risky profile, or better said a higher base. Hence this may suggest SNDX offers a compelling risk v reward profile should SNDX hit FY26 revenue targets (and may trade to peer multiples).
This is not investment advice nor are we bashing any of these 4. MIRM's management has done an amazing job delivering shareholder's meaningful gains this year.
This is not investment advice.
Go Patriots!!!
