Oct. 21 at 5:34 PM
@outlawinvestor1
FYI
$MRUS filed their 14D9 this morning that includes, among other things, the revenue forecast provided
$GMAB as part of the broader financial projections.
You were definitely right again. The MRUS forecasts, especially in the later years, are considerably higher than 3 analysts had projected.
I prepared a simple comparison of the 2 showing you snapshots as well. We track these for all commercial-stage bios. It's our experience the projections are closer except for BPMC (BPMC's forecasts were much higher than analysts in the later years).
I included an updated comparison of the various revenue multiples versus
$PTGX as well.
For those interested in clinical-stage bios (and commercial-stage for that matter), may I recommend you follow outlawinvestor1
Otherwise FYI only. This is not investment advice.
$IBB $IBBQ