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CTMX gets 4.2 out of 5 starsBeen updating my fundamental analysis for my companies. 1. Management: 4.33 stars - Clinical Development: 4 stars (No Breakthrough Therapy) - Manufacturing: N/A (Not Commercial Yet) - Financial Management: 4 stars (Still not profitable) - Commercial Sales: N/A (Not Commercial Yet) - Good Communications: 5 stars 2. Science: 5 stars They have two wholly owned programs around PD-1 and CD-166. They have a CTLA-4 program in partnership with BMY. They have a CD-71 program partnered with Abbvie. They have a EFGR program partnered with AMGN. 3. Potential: 5 stars (+1820% over 10 years = 182% annual) PD-1 = $1 billion CTLA-4 = $200 million @ 20% royalty CD-166 = $1 billion CD-71 = $200 million @ 20% royalty EFGR = ? Total Peak Sales = $ 2.4 billion * 8 P/S = $19.2 billion Market Cap peak 4. Financials: 4 stars (Still not profitable) Cash = $331 million Burn rate = $55 million 6 years of cash 5. Risks: 3 stars -Diversified Pipeline: 5 stars (5 drugs in pipeline) -Stage of Development: 1 stars (Phase 1) -Commercial: N/A (Not commercial yet) -Secondaries: 4 stars (6 years of cash) -Clinical Failures: 5 stars (No failures yet) Total Ranking: 4.266 stars |
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Msg # | Subject | Author | Recs | Date Posted |
138 | Re: CTMX gets 4.2 out of 5 stars | Ville | 1 | 2/14/2018 9:58:06 AM |