NOTE: All tables, graphs, charts and inserts below were prepared by the author based on company filing's (unless otherwise noted).
Our analysis concludes NEOS Therapeutics (ticker symbol "NEOS") share price is materially undervalued because:
- NEOS trades at much lower forward looking revenue multiples than peer commercial biotechs (by a factor of almost 3 times) while at the same time simple analytics suggest NEOS's FY2020 consensus growth estimate (per Seeking Alpha) of ~25% is understated, primarily because FY2020 consensus revenue estimates are unchanged after a 13% price increase for 1 of its 2 primary products