rogerl
2021-11-07
Great
@MMMia：
has anyone actually looked at historic Price/Sales ratios for MRNA and PFE. MRNA - currently 20 PFE - currently 4.33 20 is simply too high, 4.33 seems reasonable for a company shipping product and receiving revenue. If NVAX gets all approvals filed for and TB filed for, ships 150M doses/month (conservative side), that is 1.8B doses/year. If their average margin is $6/dose that is $10.8B. at 4X (though I believe with a little time it will trend higher) that is a $43B market cap, at 74.5MM shares, $577 per share Logically if we get approvals and sell all doses produced, a reasonable target is $500-$650, not counting any increase in sales if NVAX proves more desirable by governments and markets and not counting any additional revenue from Nanoflu.$Moderna, Inc.(MRNA)$ $Pfizer(PFE)$ $Novavax(NVAX)$
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":842437481,"tweetId":"842437481","gmtCreate":1636214473079,"gmtModify":1636214473547,"author":{"id":3572005079747641,"idStr":"3572005079747641","authorId":3572005079747641,"authorIdStr":"3572005079747641","name":"rogerl","avatar":"https://static.tigerbbs.com/70a75678cb06207361b08aa8e42a9ecd","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":34,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Great </p></body></html>","htmlText":"<html><head></head><body><p>Great </p></body></html>","text":"Great","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/842437481","repostId":841419551,"repostType":1,"repost":{"magic":2,"id":841419551,"tweetId":"841419551","gmtCreate":1635933060868,"gmtModify":1635933060868,"author":{"id":9000000000000200,"idStr":"9000000000000200","authorId":9000000000000200,"authorIdStr":"9000000000000200","name":"MMMia","avatar":"https://static.tigerbbs.com/ccc088ef917c5bd74e4acc8af9c89fa5","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":74,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>has anyone actually looked at historic Price/Sales ratios for MRNA and PFE.</p> <p>MRNA - currently 20</p> <p>PFE - currently 4.33</p> <p>20 is simply too high, 4.33 seems reasonable for a company shipping product and receiving revenue.</p> <p>If NVAX gets all approvals filed for and TB filed for, ships 150M doses/month (conservative side), that is 1.8B doses/year. If their average margin is $6/dose that is $10.8B. at 4X (though I believe with a little time it will trend higher) that is a $43B market cap, at 74.5MM shares, $577 per share</p> <p>Logically if we get approvals and sell all doses produced, a reasonable target is $500-$650, not counting any increase in sales if NVAX proves more desirable by governments and markets and not counting any additional revenue from Nanoflu.<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> <a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a> <a href=\"https://laohu8.com/S/NVAX\">$Novavax(NVAX)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>has anyone actually looked at historic Price/Sales ratios for MRNA and PFE.</p> <p>MRNA - currently 20</p> <p>PFE - currently 4.33</p> <p>20 is simply too high, 4.33 seems reasonable for a company shipping product and receiving revenue.</p> <p>If NVAX gets all approvals filed for and TB filed for, ships 150M doses/month (conservative side), that is 1.8B doses/year. If their average margin is $6/dose that is $10.8B. at 4X (though I believe with a little time it will trend higher) that is a $43B market cap, at 74.5MM shares, $577 per share</p> <p>Logically if we get approvals and sell all doses produced, a reasonable target is $500-$650, not counting any increase in sales if NVAX proves more desirable by governments and markets and not counting any additional revenue from Nanoflu.<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> <a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a> <a href=\"https://laohu8.com/S/NVAX\">$Novavax(NVAX)$</a> </p></body></html>","text":"has anyone actually looked at historic Price/Sales ratios for MRNA and PFE. MRNA - currently 20 PFE - currently 4.33 20 is simply too high, 4.33 seems reasonable for a company shipping product and receiving revenue. If NVAX gets all approvals filed for and TB filed for, ships 150M doses/month (conservative side), that is 1.8B doses/year. If their average margin is $6/dose that is $10.8B. at 4X (though I believe with a little time it will trend higher) that is a $43B market cap, at 74.5MM shares, $577 per share Logically if we get approvals and sell all doses produced, a reasonable target is $500-$650, not counting any increase in sales if NVAX proves more desirable by governments and markets and not counting any additional revenue from Nanoflu.$Moderna, Inc.(MRNA)$ $Pfizer(PFE)$ $Novavax(NVAX)$","highlighted":1,"essential":1,"paper":1,"link":"https://laohu8.com/post/841419551","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVAX","MRNA","PFE"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":675,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":492,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/842437481"}
精彩评论