Posted On: 10/10/2014 3:15:20 PM
Post# of 30015
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Re: biotechexpert #8162
Quote:That's a really good point. We tend to value an asset like LymPro based on the revenue it is expected to generate. But for this asset, it goes beyond the revenue. We have to factor in some measure of the revenue stream of the asset LymPro might help discover.
So the question to ask, "what is a diagnostic test worth in order to create ALZ drugs that will pull in billions and billions of dollars in revenue?"
Given the industry's belief that many AD trials fail because of the number of misdiagnosed AD patients in the control group of the studies, an asset like LymPro could dramatically change those trial results. How many drugs already shelved after repeated trial failures could now be re-evaluated using LymPro to screen participants, potentially leading to more positive trails results? Does the pharma community feel an effective treatment might already exist that simply needs to be retested? If so, how much of the potential revenue stream should be added to the asset that would make this possible?
I don't have answers to those questions, but I feel confident it's something that's on the minds of the pharma companies and Amarantus management as well.
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