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BioCryst Pharmaceuticals, Inc. Message Board

  • jack_hemmer_rides_on jack_hemmer_rides_on Aug 3, 2013 1:50 PM Flag

    Specialty drugs to rocket upward by 67% by 2015 - FiercePharma


    Drug makers know that specialty products are where it's at these days. A recent IMS Institute report showed the U.S. drug market shrinking for the first time last year. But spending on specialty drugs posted double-digit increases. Almost 20%, according to a recent Express Scripts report, in fact.

    Future prospects look even brighter for pharma's investment in specialty meds, Express Scripts now says. The pharmacy benefits manager, which obviously has a vested interest in this trend, unveiled a forecast of 40% growth in the segment by 2014--and 67% by 2015.

    Next we'll take a look at specialty pharma valuations: BMRN and ALXN
    Both are valued at exactly 17.29X sales.. and Biomarin isn't even profitable yet with a $9B market cap.

    Shorts and FOOLS will poo poo this.. but it washes for several reasons.

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