ALLOS THERAPEUT (ALTH) |
Consensus Forecast of ALLOS THERAPEUT Revenue in Millions  |
Dec-09 |
Dec-10 |
Dec-11 |
11/09 |
| $3.59 |
$60.86 |
$138.45 |
521.0% |
|
| Discussion | | The consensus estimate of total revenue in 2009 is in line with our expectation, but the consensus estimate of total revenue for 2010 is on the high end in our view. The revenue estimate is based on the approval of PDX for advanced PTCL at the end of 3Q09. We believe the initial sales ramp will be slow due to two factors: The company has no experience in marketing a product before and the market for blood cancer is competitive. Allos' share price will certainly depend on the performance of PDX sales which is the lead drug candidate. We believe investors will keep a close eye on the FDA decistion in late September and closely monitor PDX sales ramp if approved.
| Last edited Tue Jul 07, 2009 10:37 PM
by anonymous |  |
| Consensus Forecast of ALLOS THERAPEUT EPS |
Dec-05 |
Dec-06 |
Dec-07 |
Dec-08 |
Dec-09 |
Dec-10 |
Dec-11 |
Dec-12 |
| ($0.70) |
($0.44) |
($0.60) |
($0.69) |
($0.81) |
($0.70) |
($0.12) |
$0.26 |
|
| Discussion | | The consensus EPS estimates for 2009, 2010 and 2011 are all higher in our view due to the higher revenue estimates for the three years. We believe the initial sales ramp will be slow for PDX due to competition in the blood cancer area and lack of experience of the company to market a product.
| Last edited Tue Jul 07, 2009 10:41 PM
by anonymous | |
| ALTH (ALLOS THERAPEUT) |
|
($78.95) |
-64.5% |
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Industry Mean |
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-19% |
16% |
14.26 |
45.3 |
10.5 |
| S&P 500 |
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23% |
11% |
13.71
| 1.9 |
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CF is operating cash flow plus after-tax interest expense. |
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| Discussion of Relative Valuation | | No comments yet. Be the first | | |
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Created by: WikiMigrationBot.
Last Modification: Thursday 03 of June, 2010 05:37:51 CDT by WikiMigrationBot.
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