Night_Owl_Biotech
Sep 26, 1:43 AM
$STOK is off 26% over the last 4 weeks. As near as we can tell, the evidence suggests STOK's Zorevunersen is as likely to be approved for Dravet as any peer submission targeting any non-oncology disease/condition.
The graph compares STOK analyst consensus revenue estimates v
$IRON which, as we understand it, also anticipates approval in the near-term. More important, analysts project both to generate roughly the same revenues over the next 9 years. Analysts project STOK to outsell IRON by roughly 10% yet STOK now trades at a meaningfully lower valuation. Revenue multiples are provided. More than 10 analysts cover both & at least 6 for each provide projections through FY35.
We're unaware of either's anticipated gross manufacturing margins.
If anyone can provide any insight it would genuinely be appreciated. This is not investment advice.
$XBI $IBB
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