Posted On: 09/02/2016 7:52:10 PM
Post# of 72447
Re: lousy.engineer #26941
The report is very thorough. It's worth paying for even though it's free. I really like the "competitive landscape of drugs in pipeline" part for each drug. The tables are time-consuming to put together.
I think the peak sales for B-ABSSSI is too low ($300M). It should be $1B because that's what Daptomycin was making. The B-UP/UC market was too low as well. Not surprisingly, Amatuer17 was all over it. I also think the timeline for K-OC was too optimistic (partnership in 2017). Don't forget that the 1b part of the trial takes place first and it'll focus on safety.
I didn't pay much attention to the "sum-of-parts valuation" because it's more complicated than that. But it was fun reading it.
I think the peak sales for B-ABSSSI is too low ($300M). It should be $1B because that's what Daptomycin was making. The B-UP/UC market was too low as well. Not surprisingly, Amatuer17 was all over it. I also think the timeline for K-OC was too optimistic (partnership in 2017). Don't forget that the 1b part of the trial takes place first and it'll focus on safety.
I didn't pay much attention to the "sum-of-parts valuation" because it's more complicated than that. But it was fun reading it.
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