Sooooo, what are we looking at if 944 and/or 160 are approved and start being prescribed???
I'm long (way too long now) on ZLCS - I'm hoping (like everyone else) that this company becomes viable with its Z-drugs. Does anyone have a REAL clue what the numbers will look like if this thing actually pans out?
It is quite hazardous to say that Z drugs coulbd be approved. Time will tell.
It is quite sure that investors do not like much this stock despite prestigious partnership (Novartis) ,pipelines. and one FDA approved drug. Why ? Simply managers do not do their communication job. Not even a word about Z944 or Z160.
Sorry for my bad English because i'm French speaking.
slo: It can be looked at in a hundred different ways but the cash generated from sale should be close to the numbers generated by Viagra. There 35millinon legal users of Viagra annually or 9% of the population (20% of the male population), at $30.00 a dose and an average of 50 doses per year works out to about $ 865 million annually. With 50% of the gross going to the the parent company, the rest to a partner and the retail end, the work out comes to about $433 million for ZLCS. That is provided they contract the manufacturing, sales and marketing to the partner.
How that would end up as earning or earning ratio is hard to determine as the situation is quite fluid and will stay that way for quite a while. In any event its a great deal of money and its year after year after year.
That's the way I look at it. As always its just an opinion.
Jim Long and calm