SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : VD's Model Portfolio & Discussion Thread
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Andrew H who wrote (1395)6/25/1997 12:15:00 AM
From: Vector1   of 9719
 
In case anyone here doesn't follow the GENZL thread, in light of the iminent FDA approval here is my valuation

CSFB estimates 4500-5000 proceedures performed in 98 which they estimate will result in breakeven. Given the backlog and the momentum they will gain as the proceedure becomes accepted I believe they have a shot of earning 50cents in 98 and 1.50-2.00 in 99. I have seen market size estimates at 40,000 plus proceedures a year. My current valuation model present values $1.50 x 30 or 45 per share in 99. Applying a 30% pv discount the current value is north of 25 per share.
V1
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News