PEB - Pacific Edge Ltd

[pierre]

Merci Beaucoup Pierre, was the Jarden analysis based on Current Commercial Arrangements that PEB has signed thus far?

I have no idea sorry - but assume Jarden are not privy to any more info than the rest of us (maybe a nudge and wink somewhere though?)

[Greekwatchdog]

Thanks Pierre, makes one wonder what we miss out on...

[Longhaul]

Haha. I hope my bladder stays in good condition and allows me to hold on till 2030! SP target is $1.40 next year - what will it be when the revenue hits the $900m mark?

I suspect PEB will be bought out long before then.

[pierre]

I suspect PEB will be bought out long before then.

I'm sure there will be offers at some stage - question is when and at what price. The big boys will drive the outcome so I hope they're not ready to sell the first time a couple of dollars are waved in their direction.

[Minerbarejet]

I suspect PEB will be bought out long before then.

Lets not forget that PEB has a lot of stuff in the pipeline and Otago University may have something to say about any takeovers or buying out.
To get 900 million is going to require several additional labs so I hope that has been included in any "estimates"

[sunnysleeper11]

Whats happened to fundamentals these days, have they gone mental?

Yes Getty, yes they have.

[drcjp]

Lets not forget that PEB has a lot of stuff in the pipeline and Otago University may have something to say about any takeovers or buying out.
To get 900 million is going to require several additional labs so I hope that has been included in any "estimates"

Otago has bugger all say anymore. They are a very minor shareholder.
As for biotech buy outs, a general rule of thumb is 4-5x gross turnover. That would be 4.5B by 2030 numbers...........LOL thats not going to happen.
I would anticipate somewhere around 500M for this asset which means PE need to be turning over 130-150M (150,000-160,000 tests p.a.).....within 2-3yrs to justify the patent runout time

[Balance]

I suspect PEB will be bought out long before then.

Tend to agree with you.

That’s the way of the world these days and not necessarily a bad thing.

[jonu]

Otago has bugger all say anymore. They are a very minor shareholder.
As for biotech buy outs, a general rule of thumb is 4-5x gross turnover. That would be 4.5B by 2030 numbers...........LOL thats not going to happen.
I would anticipate somewhere around 500M for this asset which means PE need to be turning over 130-150M (150,000-160,000 tests p.a.).....within 2-3yrs to justify the patent runout time

That's less than current M/cap

[drcjp]

That's less than current M/cap

Yup, so they better do more than 160,000 tests right?