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Affymax, Inc. Message Board

  • diejour_44 diejour_44 Oct 2, 2012 10:42 AM Flag



    Sentiment: Strong Buy

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    • Earnings scheduled for 11/8.

      Even if earnings beat, we might not see a massive upside swing. Subsequent guidance upgrades as well as analyst upgrades will be the catalyst needed to push higher. I see AFFY flirting with the 2007 highs (high 30's, low 40's) within six months.

      Affymax is now shifting from research mode to growth mode.

      Should be an interesting flight.

      Sentiment: Buy

      • 1 Reply to eurotyle
      • Omontys is expected to reach 15 Mil$ in this qrt. This push much over 60 Mil$/year, because of PROGRESSIVE growing sales, I'd say 100 Mil$ at least in next 12 months... only a guess of mine (conservative).
        Fifty-fifty with Takeda (I guess is more than 50% for AFFY).... 50 Mil$.
        Net profit in sales.... 45 Mil$ (90% is typical in bio).

        15x multiplier... market cap of near 700 Mil$....... then add up some assets and company value...

        We're actually priced in projection of annual 60/100 Mil$ in gross sales.
        All we have to look at is the progression in sales growth.
        And the fact 91/92% is held by big investors and the YMB is desert, is another good point..... :)

        Great gain......

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