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)$ $Pfizer(PFE)$ $Novavax(NVAX)$
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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":382,"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"}
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