Dec. 7 at 4:36 PM
The attached graph compares
$NUVB analyst consensus revenue estimates to the same for
$MRUS as of the day MRUS was acquired by
$GMAB for an enterprise value of roughly
$7.3B. We also noted MRUS management/BOD revenue projections were 2X higher than analysts (which may be absurd for all we know).
Analysts forecast NUVB to generate roughly 80% of the revenues analysts project MRUS to generate at peak. NUVB market cap is roughly 40% of MRUS's EV. NUVB also has roughly
$500MM cash at 9/30/2025.
This is not investment advice as NUVB may be wildly overhyped for all we know. NUVB analyst revenue projections may also be fiction. We are merely sharing comparative data points. It is quite possible NUVB loses 70-80% of its market cap over the next 6 months.
If NUVB is smart & pro-shareholder, it will seek an exit while its valuation has already soared.
$XBI $IBB