Anteris Technologies Global Corp.

ASX:AVR

Anteris Technologies Global Corp.

ASX:AVR
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$8.00 (-0.1%)
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#23
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11
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Reports (2) My Report Forum Investors
Forum Topics AVR AVR AVR valuation

Pinned valuation:

Valuation deleted
Goldfish
Added 3 months ago

Thanks for the valuation. It's a useful demonstration of the potential upside

Most of your assumptions are fairly conservative (which is obviously good).

The one criticism I have is that you are assuming a 100% chance of the trial being successful. I fully agree that things look promising. But there is still a risk of some problem showing up. AVR still has a non-trivial chance of being worth ZERO. Position size should reflect that

[I should know, I lost far too much on Opthea. Never again]

17
PabloEskyBruh
Added 3 months ago

I agree @Goldfish . Implicit in my assumption of future US revenue in 2032 is that the trial is a success, otherwise no sales are possible.

That’s a bit of a binary outcome in my book so it doesn’t come into my valuation at this late stage — I suppose it is still part of the investment thesis. Not too helpful as a thesis breaker but because I will find out at the same time as the market if that’s the case.

Agree also that conviction is reflected in portfolio allocation. Mine is high, and so is my allocation on SM and IRL.

11