May. 10 at 2:16 PM
$MGTX As we all know, MeiraGTx raised their peak annual revenue estimate for Xerostomia to
$3.7b last month. Specific to the attached slide from their corporate presentation, I asked several AI apps what are peak sales estimates if their GT for Xerostomia became a "pipeline in a product" across the remaining 3 areas beyond radiation induced Xerostomia. Here are their respective responses, all of which are listed as a base case, not a bull case:
Claude =
$8B -
$14B
ChatGPT =
$8B -
$12B
Gemini =
$8B -
$10B
CoPilot =
$7B -
$9B
Perplexity =
$6.5B -
$7.5B
And this is for a single asset that Meira owns outright. And yet here we sit at an ~
$800M valuation.....
