(Total Views: 846)
Posted On: 07/21/2021 6:54:25 AM
Post# of 153903
VALUE OF BTD
One of the most comprehensive research articles ever done on BTD pegs the value at $8.3 billion for approval of a drug in a large indication. With the current number of shares sitting at 620 million a BTD approval for CYDY is ultimately worth $13.39 per share. What the market is failing to do is properly discount the value of that $13.39 per share. There is also a risk that CytoDyn gets a BTD in Long-Haulers or NASH. ALL THE MOUSE MODELS of leronlimabs efficacy have translated to human trials. So really the market should be digesting the probability of 2 BTD’s but it seems to be hung up on endogenous factors like the 13-D group and Stat News instead of the science which is screaming “THE DRUG WORKS!”
One of the most comprehensive research articles ever done on BTD pegs the value at $8.3 billion for approval of a drug in a large indication. With the current number of shares sitting at 620 million a BTD approval for CYDY is ultimately worth $13.39 per share. What the market is failing to do is properly discount the value of that $13.39 per share. There is also a risk that CytoDyn gets a BTD in Long-Haulers or NASH. ALL THE MOUSE MODELS of leronlimabs efficacy have translated to human trials. So really the market should be digesting the probability of 2 BTD’s but it seems to be hung up on endogenous factors like the 13-D group and Stat News instead of the science which is screaming “THE DRUG WORKS!”
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