I read ML AEGR research report, ML has the highest price target $100 so far:
AEGR JUXTAPID may reach peak sales $840M with 2400 patients in 2017,
and AEGR has no other drugs in trials.
Let's estimate NPSP's Gattex peak sales $840M too(very conservative),
and Natpara peak sales $800M(I do not know what I am talking about ,
estimated about 60,000 to 80,000 patients in the U.S.), NPSP may have
peak sales $1.6B in five to six years, plus NPSP has longer exclusivity
and patent protections up to 2026 for both drugs, AEGR only has up to
2020. AEGR has 74 paying patients and NPSP has 43 paying patients
in Q1, after Q2 earnings report, NSPS may catch up to AEGR with 100+
patients, and I expect the valuation gap to close too.