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Little Green Pharma
BA
Babylonas
Community Contributor
Little Green Pharma set to double revenue amidst European expansion
Forecasts for Growth, Future Revenue, Net Profit, and Key Metrics Forecasting LGP’s future performance involves assumptions based on FY2024 trends, market conditions, and strategic plans. Below are speculative projections for key metrics: Revenue Growth: FY2024 Baseline: $25.6 million, up 29% from $19.9 million in FY2023.
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AU$0.42
FV
71.4% undervalued
intrinsic discount
20.27%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
23
users have followed this narrative
3 months ago
author updated this narrative
CSL
RA
Ramsee
Community Contributor
CSL is undervalued in High Tax Scenario
CSL Limited: Fair Value Assessment Amidst Evolving US Tariff Scenarios Executive Summary This report provides an assessment of the fair value of CSL Limited (CSL) under various potential United States (US) tariff scenarios. CSL, a global biotechnology leader with significant operations in plasma therapies (CSL Behring), influenza vaccines (CSL Seqirus), and iron/nephrology treatments (CSL Vifor), faces potential impacts from evolving US trade policies.
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AU$263.33
FV
19.2% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
4
users have commented on this narrative
47
users have followed this narrative
5 months ago
author updated this narrative
Opthea
ST
StockMan
Community Contributor
OPTHEA - Write-off
--- [Narrative update per Investor announcement 24-Mar-2025] --- The analysis below was written ahead of Opthea’s Phase 3 results. As stated, the thesis was highly dependent on trial success.
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AU$0.10
FV
500.0% overvalued
intrinsic discount
11.06%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
2
users have commented on this narrative
26
users have followed this narrative
5 months ago
author updated this narrative
Vita Life Sciences
RO
Robbo
Community Contributor
Vita Life Sciences Set for a 12.72% Revenue Growth While Tackling Operational Challenges
Vita Life Sciences (ASX: VLS) – A Solid Business Seeking Renewed Momentum Vita Life Sciences (ASX: VLS) is a well-established healthcare company specializing in the formulation, packaging, distribution, and sale of vitamins and supplements across the Asia-Pacific region. Founded in 1947, the company boasts strong brand recognition through its labels such as VitaHealth, Herbs of Gold, VitaScience, and VitaLife, offering over 350 premium healthcare and pharmaceutical products.
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AU$2.42
FV
2.9% undervalued
intrinsic discount
12.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
30
users have followed this narrative
3 months ago
author updated this narrative
Medical Developments International
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
European Approvals And Distribution Partnerships Will Expand Global Reach
Key Takeaways Regulatory approvals and strategic partnerships are expanding market access for Penthrox, driving revenue growth and improved operational leverage in key markets. Increased demand for non-opioid pain relief, manufacturing efficiencies, and cost discipline are strengthening competitive positioning and supporting margin expansion.
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AU$2.27
FV
74.4% undervalued
intrinsic discount
11.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
about 20 hours ago
author updated this narrative
Aroa Biosurgery
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
CMS Reforms And International Expansion Will Drive US Healthcare Adoption
Key Takeaways New reimbursement policies and clinical milestones are set to boost product adoption, drive higher revenue, and improve margins through greater operating leverage. Strong market demand, underpenetrated existing accounts, and international expansion present significant long-term growth opportunities and diversified revenue streams.
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AU$0.83
FV
21.4% undervalued
intrinsic discount
16.96%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
about 21 hours ago
author updated this narrative
Clinuvel Pharmaceuticals
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Patent Risks And Regulation Will Strain Margins Yet Support Resilience
Key Takeaways Over-reliance on a single product leaves Clinuvel vulnerable to competition, regulatory risk, and limited future earnings diversification. Regulatory scrutiny, reimbursement restrictions, and rising R&D costs threaten margins and may hinder sustainable earnings growth despite robust cash reserves and pipeline progress.
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AU$15.00
FV
16.5% undervalued
intrinsic discount
10.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
1 day ago
author updated this narrative
Neuren Pharmaceuticals
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Rising Rett Diagnoses Will Expand Orphan And Pediatric Markets
Key Takeaways Rising diagnosis and accelerated international expansion position Neuren for sustained revenue growth and enhanced profit margins ahead of market expectations. Regulatory incentives and expanding patient pools support compounding earnings growth, while disciplined costs and royalty revenue strengthen cash generation and shareholder returns.
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AU$30.50
FV
36.0% undervalued
intrinsic discount
1.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
1 day ago
author updated this narrative
EZZ Life Science Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
US Rebranding And New Product Launches Will Broaden Global Reach
Key Takeaways Expansion into the US and new product launches are set to drive significant revenue growth and enhance market share. Improved operational efficiency and new distribution channels indicate increased profitability and promising future financial performance.
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AU$5.00
FV
50.8% undervalued
intrinsic discount
15.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
about 21 hours ago
author updated this narrative
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