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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: rkrw who wrote (9069)12/22/2001 12:23:11 PM
From: Vector1  Read Replies (1) of 9719
 
RKW, Ok, I went back and looked. SEPR never disclosed the CLarinex royalty, but estimates from analysts range from 3.5-4% to start growing to 7-8% once SEPR patents become dominant in 03-04. Assume conservatively $2 billion of sales in 02 at 7% and you get $140 million. Probably worth a multiple of 12 given the growth potential giving the licence a 1.7 billion value. The company's market cap is $4b. This is a major positive.

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