Jun. 6 at 11:36 AM
$MYGN
→ Total Enterprise Value Estimate:
$2.45B
Shares outstanding: ~82M
→ Fair Price Target: ~
$30/share (2027 intrinsic value)
⸻
🔄 Discounted to Present (2025)
Using a 20% discount rate (reflecting biotech risk):
•
$30 discounted 2 years =
$20/share intrinsic value today
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🧁 Conclusion (My Honest Take)
If I ignore current market cap and just value MYGN as a standalone business with:
• Solid base
• Promising new products
• Real but solvable reimbursement issues
• A decent chance at 2027 profitability with multiple revenue streams
Then a fair current value would be
$18–22/share — assuming successful product rollouts, improving margins, and payer wins.
That said, market reality may keep it below that until clear revenue from FirstGene and MRD materializes — likely mid-to-late 2026. But from a value investor lens? It looks like a classic misunderstood small-cap diagnostic story with optionality.
