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Posted On: 03/03/2018 8:36:27 AM
Post# of 106
$BMRN value now has fully discounted about anything bad. Last quarters numbers were really pretty good. Mgmt seems to lowball guidance by about 5%, still at 15% guidance. Think about Peg for a moment, could increase Rev 75% to 100% alone. Doubt hypertension and inflammation around the infusion site will prevent approval. Not for the only treatment out there. Those AE’s are typical of a lot of over-the-counters, and hard to even make a case it was Peg that would have caused it. Let’s say Peg gets rejected, still very cheap and other blockbusters in the pipeline.
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