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CytoDyn Inc CYDY
(Total Views: 496)
Posted On: 06/08/2022 2:18:59 PM
Post# of 158046
Posted By: sean007
Re: bucweey34 #124360
Takeaways;
Oncology represents 22% of Worldwide Revenues and in 2030 it will be at 27%. The Patent Cliff will affect many of the biggest players...the hardest hit will be ABBVIE at #2 spot...who we happen to have a relationship.
INTELLIGENCIA AI was able to predict on Phase 11 Oncology..... 73% of those drugs that would go on to approval and 78% of those that would not be approved.
With regulatory rules changing in China and more innovation...they will be in direct competition with the west.
Lastly, a surprise to me...as of 2020 the ROI was about 2% across the board for the big guys.

A Platform Drug... kinda sounds like a Winner to me.













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