@Tenbagger2024
You've found an exciting company! Thanks for the presentation.
The analysts' estimates seem very aggressive to me at first glance. Does the management also have its own guidance? How is the market they are in growing?
You've found an exciting company! Thanks for the presentation.
The analysts' estimates seem very aggressive to me at first glance. Does the management also have its own guidance? How is the market they are in growing?
•
11
•
@Jakobi
My dear, I am very pleased about your interest.
Here is a report on a specific area of the portfolio.
https://www.investor-verlag.de/aktien-und-aktienhandel/camurus-hoffnungstraeger-im-kampf-gegen-die-opioidkrise/
My dear, I am very pleased about your interest.
Here is a report on a specific area of the portfolio.
https://www.investor-verlag.de/aktien-und-aktienhandel/camurus-hoffnungstraeger-im-kampf-gegen-die-opioidkrise/
•
11
•@Tenbagger2024 "Camurus estimates the market potential at over 1 billion US dollars with a market capitalization of just under 3.3"
They currently have a turnover of around 198 million. Their new target market is 1 billion. The Mcap is USD 3 billion.
An exciting starting position in itself, but I think Mcap is pricing this in heavily. Plus the risk that the pipeline (future growth) could weaken + competition from other manufacturers.
Too many uncertain factors for me. Pharma is known to be punished harshly by the market if the pipeline does not perform as hoped. You can fall enormously from a P/S of 20. With the company guidance for 2027, I still arrive at a KUVe 2027 of 8.9. Not quite as high.
Great company. But I don't think it's a no-brainer anymore at this price
They currently have a turnover of around 198 million. Their new target market is 1 billion. The Mcap is USD 3 billion.
An exciting starting position in itself, but I think Mcap is pricing this in heavily. Plus the risk that the pipeline (future growth) could weaken + competition from other manufacturers.
Too many uncertain factors for me. Pharma is known to be punished harshly by the market if the pipeline does not perform as hoped. You can fall enormously from a P/S of 20. With the company guidance for 2027, I still arrive at a KUVe 2027 of 8.9. Not quite as high.
Great company. But I don't think it's a no-brainer anymore at this price
•
11
•@Jakobi
Well, let's see where the journey takes us.
Some things are still in the pipeline.
And opioids are only one area.
With growth of 100%, the technology sector has completely different P/E ratios and P/E ratios.
Well, let's see where the journey takes us.
Some things are still in the pipeline.
And opioids are only one area.
With growth of 100%, the technology sector has completely different P/E ratios and P/E ratios.
•
11
••
11
•@Tenbagger2024 thanks, I'll keep an eye on it towards the weekend. Overall, however, health is already a high priority for me
•
11
•