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Posted On: 03/20/2020 2:45:44 PM
Post# of 148936
IndexGuy wrote:
I strongly disagree.
Remember, the Vyera Agreement relates only to US-based commercialization. The global revenue potential for each HIV indication (Combo, Mono, Prep) obviously eclipses the totality of US sales. And even limiting the number to just US-based revenue, Cytodyn's 50% royalty and COGS bump are still meaningful.
If the Mono indication is as valuable as I understand it to be, I'm guessing it will feature prominently in any valuation model used by an acquirer -- along with all of the other indications that we are very actively following.
And that doesn't include the notion that an acquirer might buy out the commercialization agreement with Vyera.
Quote:
We already have our HIV partner, so it doesn't matter who else is interested for now.
I strongly disagree.
Remember, the Vyera Agreement relates only to US-based commercialization. The global revenue potential for each HIV indication (Combo, Mono, Prep) obviously eclipses the totality of US sales. And even limiting the number to just US-based revenue, Cytodyn's 50% royalty and COGS bump are still meaningful.
If the Mono indication is as valuable as I understand it to be, I'm guessing it will feature prominently in any valuation model used by an acquirer -- along with all of the other indications that we are very actively following.
And that doesn't include the notion that an acquirer might buy out the commercialization agreement with Vyera.
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