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Posted On: 05/10/2022 10:16:27 AM
Post# of 148979
Fwiw - Pfizer buying BHVN today for $11.6bn for their migraine drug which is expected to bring in $825-900mm in sales this year. Several articles talk about PFE's patents rolling off over the next decade (Eliquis, Prevnar 13 vacc, Covid vac sales likely to wane, etc.) & they need to replenish their pipeline (I'm sure other big pharma similar storylines over time).
$11.6bn assuming ~1bn fully diluted shares CYDY would be $11.60.
Do you think CYDY has the potential to end up with at least 1 indication out of the multitude for Leronlimab whether it be HIV, NASH, long haul, TNBC, oncology, alzheimer's, etc.... and that they will have around $825-900mm in annual sales?
If you do, then $.37-38 seems like a pretty good risk/reward. I think that's why the stock is lifting back up a touch today but who knows!
Given I've seen LL save someone's life first-hand, I'm content to see the story play out. Thanks to all for continuing the post & digging up solid nuggets of info (re: NASH presentation, etc.) - always helpful!
$11.6bn assuming ~1bn fully diluted shares CYDY would be $11.60.
Do you think CYDY has the potential to end up with at least 1 indication out of the multitude for Leronlimab whether it be HIV, NASH, long haul, TNBC, oncology, alzheimer's, etc.... and that they will have around $825-900mm in annual sales?
If you do, then $.37-38 seems like a pretty good risk/reward. I think that's why the stock is lifting back up a touch today but who knows!
Given I've seen LL save someone's life first-hand, I'm content to see the story play out. Thanks to all for continuing the post & digging up solid nuggets of info (re: NASH presentation, etc.) - always helpful!
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