Glatopa(APPROVED).. Market Size.. $4.2-Capoxone + $3.3 Bill-Tifecdera + $1 Bill- Others...
1.Court decision 2. Launch Date- at risk, court sanctioned, or sept. 3.Manufacturing
Humira... Market Size... ~$15 Billion
1. Milestone payments 2.Baxter ongoing commitment 3. progress report
Avastin... Market Size... ~$4 Bill
1.Ongoing preclinical 2. partnering opportunity
Orencia... Maket Size... ~$3 Bill
1. Ongoing preclinical 2. Partnering opportunity
Nepucaranib.. Market Size... ~$10 Bill + ?...
1.Phase I results 2. ASCO presentation 3. Phase 2a data 4.Phase 2b registration status 5. New indication 6.Partnering opportunity.
Novel Drugs for Autoimmune Diseases other Biosimilars... Market Size... ~ $20Bill+ ?...
Hs-IVIg... 1. Ongoing preclinical 2. Partnering opportunity
SF3 recombinant... 1. Ongoing preclinical 2. Partnering opportunity
Anti-FcRn antibody..... 1. Ongoing preclinical 2. Partnering opportunity
Other Biosimilars (6)... 1. ongoing 2. Preclinical
Amphastar... successful retrial... ~$200 mill?
Lovenox... $4 Million...
Milestone payments... $20 mill (up to date)
ATM... $56 mill (up to date)
moo... aloha k
I know doc.. which drives my point. we are just starting out of the gate... there are value drivers ahead, imo... selling now is premature... moo k
What's the rush in selling the company? We've just started to come out of the gates. this thoroughbred have a lot of steam and will be a triple crown winner... april 13, Dr. vinmantoo said $25 is the magic number. Do you think that's good now? Both of you are saying double the price at hand. that's $40... do you think that's all it's worth?... I think we will be there at that price by the end of a year... and more as the pipeline develops... I hope management will see this to at least $10 Billion market cap before they consider selling... moo k
ouch!... that news don't look too good carrix... what's the play now?... I didn't go with my equal number of puts and calls - call... too tied up with other things, but would have been a winner... it will go now to would have, could have, should have, but didn't column... k
Big change of stance from its April 14 article.
This Tecfidera news is huge! Fridays BIIB earnings reveals the concern. thanks for the heads up. will add more too. k
Hp,... this kind of work is good... but Hbv is far and away smarter than FVII... the COO should have realized this from the start... he has seen, I hope, the things that went on with HcV... combo therapies is the way to go... 'cause Arc-520 can't do it alone.... k
I don't see the connection to Dirk's blog... All I see is an experiment with no definite conclusion. They think that siRna can be delivered by protease-masked vehicles protected by dpc masking chemistry in two ways- intravenously and subq. Tell me rawbawto what did you think they knocked down?... k