$CAPR Some forecasting; Capricor is looking likely to go it alone in the US even if that requires a NS buyout. Normally Biotechs are valued based on three year revenue of about 4x that peak projection. Looking at current revenue valuation metrics on price to revenue it averages about 6x. 2027 capacity is expected to reach about 2500 patients annually at a per patient revenue of 800k to 1.2M. It is assumed this will be a rapidly adopted drug. If we project they can reach the 2500 patient level by mid 2029 then that nears them 2.5B in revenue and with a 4x multiple the projected valuation post approval should close in on 10B. With 57M shares outstanding this projects to a share price of 172. I do not expect to see this reached on day one but once things stabilize we could begi
View on X ↗