Re: RVX 2023 valuation attempt using Moderna metrics

...We Welcome You To The Resverlogix HUB withIn The AGORACOM COMMUNITY!

Reply New Message

Prev Message Back To Forum Threaded View Next Message

dlee38

Rank: Mail Room [?]

Points: 165 [?]

Votes: 3 Score: 4.3 [?]

Your Vote:

Please Log In to Vote

Did you know? You can earn activity points by filling your profile with information about yourself (what city you live in, your favorite team, blogs etc.)

Re: RVX 2023 valuation attempt using Moderna metrics

in response to

RVX 2023 valuation attempt using Moderna metrics

Payzone

posted on Jan 30, 2022 12:28PM

Thanks for the attempt. I'd say it is conservative valuation / underestimation.

1. Pills cost less to produce and distribute vs. vaccines (margin much higher vs. vaccines)

2. Sales will be much higher in other countries where vaccination rate is lower vs. Canada, US, etc.

2. EPS / estimation does not reflect future sales from other indications, eg. PAH, CVD, CKD, etc.

11 Recommendations

Reply New Message

Prev Message Back To Forum Threaded View Next Message

Please to post a reply