Farmas USA

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Farmas USA
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Farmas USA
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#130194

Re: Farmas USA

AMRN
La pusto @wikthor. Está bien por si acaso se nos cuela.

#130195

Re: Farmas USA

AKBA

como pelea la bajista ...

#130196

Re: Farmas USA

SDGR 
 
b2k 5 Star Rating

Management – 4 Stars
Science – 3 Stars
Manufacturing – 5 Stars
Potential – 5 Stars
Valuation – 1 Stars
Balance Sheet – 4 Stars
Total = 3.66 Stars

Management

Ramy Farid: Good
Very Good Speaker
Communicates Ideas Well
Engages in Conferences Often
Seems to Know the Science Well
Unknown About His Business Decision Skills
Unknown About level of Trust

Science

Science Rank: Unknown

Platform
Discovery
5 drugs in pipeline (0 commercial)
No clinical success
0 breakthrough therapies

Manufacturing

Manufacturing Rank: Outstanding
CMO Manufacturing
Cheap, Fast and Easy manufacturing
Safe, Reliable and Scalable manufacturing
They come in Pill form
Easy for Distribution and Administration
They are extremely profitable

Potential

Software Sales = $130 million for 2021

MALT 1:
Estimate $750 million for NHL

CDC7:
Estimate $1 billion in solid tumors

WEE1:
Estimate $1 billion in solid tumors

Partnership with BMY:
Estimate $5 billion in potential for KRAS and HIF-2a
@ 10% royalty = $500 million royalties

Total Sales and Royalties = $3.25 billion
* 5 P/S = $16.2 billion Market Cap @ 61,574,088 Shares Outstanding = $263.09 Peak Value

Valuation

Software Sales = $130 million * 14 = $1.82 billion value
MALT1 - $750 million * 10% for discovery = $75 million value
CDC7 - $1 billion * 10% for discovery = $100 million value
WEE1 - $1 billion * 10% for discovery = $100 million value

BMY partnership = $500 million royalty value

Cash = $616 million

Total Value = $3.211 billion @ 61,574,088 Shares Outstanding = $52.14 Current Value

Balance Sheet

Cash = $616 million
Debt = $0
Cash Burn = 100 million per year

More than 2 years cash

Last Updated 8/17/2021 
#130197

Re: Farmas USA

AMRN
En parte se rumorea filtración el día del +15%...
Ni si, ni no... ni todo lo contrario...
#130198

Re: Farmas USA

b2k 5 star ratings

#130200

Re: Farmas USA

AMRN 
Buen cierre,,,, haber como vienen los índices mañana,,,,