May. 27 at 12:45 AM
FY2029 & FY2030 revenue multiples for 6 bios with active PDUFA dates for their first commercial therapies. At least 4 analysts are in each consensus. 15 analysts provide
$PRAX 5-year revenue forecasts.
SRRK trades at the highest multiple of analyst consensus. We'd genuinely like to understand why if anyone can share.
We posted considerable details on VERA v SRRK analyst consensus.
$VRDN also appears to trade at a lower multiple than the others in this peer group (for lack of a better word). VRDN sold a 7.5% share of its TED therapy to DRI Healthcare.
$CAPR resubmitted its Deramiocel BLA for DMD. Will the HOPE-3 data be good enough.
$SVRA $MLYS
We'd genuinely appreciate any input on the differences in revenue multiples, including & especially projected gross margin profiles.
