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Maybe both. We're oversold, we're a potential buyout candidate and we have a drug candidate with sales potential as good (or better) than DNDN.
I think HGSI's potential patient base far exceeds DNDN. In addition, with trials in a lower dose form of Benlysta we could really see an increase. Then there are off-label possibilities for Benlysta. To that add the fact that Dendreon's Provenge cost is about $75K whereas Benlysta is half that. Also Provenge is custom made for each patient, whereas, Benlysta is manufactured in bulk.So I would say the sales potential for Benlysta could far exceed DNDN's Provenge.
I do not want to see a buyout given the current PPS. We would see a buyout offer of no more than $15 at this level.More than half of my shares would be under water at a buyout price of $15.00.
Patients have been on Benlysta for over 6 years now. Once they see the steroid sparring effects they will want to stay on it long term.