Jun. 14 at 1:13 PM
$IDYA analyst consensus revenue estimates versus
$NUVL &
$ACLX via graph & simple 5-year revenue multiple comparison. ACLX was acquired for an EV of
$7.3B & NUVB was
$9.4B (rounded).
None of the 3 have a FDA approved therapy yet though obviously NUVL & ACLX had active PDUFA dates when acquired.
Our simple question...if analysts believe IDYA will meaningfully outsell ACLX and, more or less, generate revenues consistent with NUVL, does this suggest IDYA's risk v reward profile is compelling?
Are there any reasons IDYA's valuation as a multiple of analysts estimates won't match the 2 (assuming BLA's are submitted)?
This is not investment advice.
$XBI $NBI
