Dec. 24 at 11:42 PM
$ITRM But no sane person would undertake a hostile takeover of a company with no future. The numbers are in. Next year's revenue is 5-15 million and a burn rate of 30 million, so a loss of 15 million. Perhaps a slight profit in 2027. Analysts have already expressed their opinion, and their numbers are consistent. Revenue of 70 million by 2028, after deducting all maintenance and commercial expenses, perhaps 35-40 million remain per year at full capacity. Multiply this by 11 years of exclusivity, and we're talking about a profit of just under 500 million over a 15-year period. With these ridiculous numbers, no one will ever offer 2, 1, or 0.5. This drug fits perfectly within a Pfizer company as a complement to a galaxy of drugs. Only a BP company can have it and exploit it, and the value of the drug alone is very, very low. That's why Pfizer waited 2-3 months for bankruptcy and then became the owner.
