Feb. 2 at 10:54 AM
$AYTU In an ultra-conservative scenario where only 1% of the ~15 million U.S. patients who suffer antidepressant-related sexual side effects adopt EXXUA, that implies ~150,000 patients. At an estimated net revenue of roughly
$10,700 per patient per year (after typical gross-to-net discounts), this translates into approximately
$1.6 billion in annual net sales. Applying very conservative pharmaceutical multiples of 2× sales implies an equity value of around
$3 billion. Given that Aytu’s current sub-
$30 million market cap effectively prices in a near-failure or pre-bankruptcy outcome, a re-rating to a ~
$3 billion market cap is not an aggressive assumption but a realistic one contingent solely on minimal, demonstrable commercial adoption rather than market dominance.
