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MMMia
2021-11-03

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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