Nov. 14 at 5:49 PM
$MGNX from one of my AI models:
A fair valuation for MacroGenics (MGNX) based purely on a Sum-of-the-Parts (SOTP) analysis of its current cash position, secured milestone/royalty streams, and the risk-adjusted value of its proprietary pipeline (disregarding current market price and external analyst ratings) would place the company’s intrinsic market capitalization at approximately
$800 million to
$850 million.
This valuation suggests that the current market capitalization (typically in the
$90-
$100 million range) is trading at a severe discount, effectively valuing the pipeline and a significant portion of the partnership assets at zero.
