I have been doing this a long, long time. I have seen a lot of bad management decisions. This is the worst I have ever seen and it is not even close. GENT finally receives EU approval , has a great ASH meeting and is potentially on the cusp of refilling in the US, only to sell for cash and no premium. Jazz up $8 which tells you they have stolen this company from us. Management was duped. Our only hope as a shareholder is that another company recognizes what a steal this is for JAZZ and gets involved. Seriously who sells for no premium. Awful.
I'm staying too. Congratulations to us!
I am back in! With what is size for me. Heard a non-24 commercial on the radio today. This is a real market. Bigger than people think.
Yes - don't see how they can't. Pts will need co-pay assistance but likely will get help via different organizations. Insurance cos have to cover orphan drugs.
You know nothing. Completely untrue. Another person to ignore
And do you have any idea how many sleep drugs have been tried in this population and have poor success. Tasimelteon works in keeping these pts on a regular 24 hour day.
Sorry - I saw $50MM and thought that was the sales estimate. The sales estimates will surprise people I think. If they get 5,000 pts at $50,000 then you have a $250MM drug. That would make for a very good stock from these levels. Xyrem for narcolepsy is priced around $50,000. Seems like a good proxy.
So they will spend $120MM in cash and have no sales. Hahaha. That is a good one!