Patch, Naturally, there would be argument as to a valuation with a Lucentis delivery deal. But, what if we got Roche/Novartis on board to deliver their billion dollar drug over a 6 month period? In essence, it would be very stiff competition for REGN's Eylea; which right now has the market share; only due to it's frequency of injection, not it's efficacy. I say....put a zero on current sp. We should be building synergies in the UK this week. First big pharma to the license deal........get's market share.
You got it. This has so much going on it is hard to keep track. You see the buyers today are not bashful. They could hit on all of them. I usually do valuation work-ups on all my stocks and set a target. I can't even do it with PSDV there are too many revenue sources and now they will be funding operations so the burn rate is so low.