Re: Keith Speights artical!
I wish Speights would tell us how he figured on only $5.5B in sales for 2022. They have orders locked up for about 1.5B doses. That seems like an awfully low revenue estimate. The big question on valuation is going to be based on likelihood of a continued revenue stream. I typically estimate market value a 3x sales assuming not much recurring revenue. If COVID requires annual boosters, then I can see upping this to 5-6x sales.
Let's just get the first approval and go from there. The the rest will take care of itself.