What an indication might be worth -- Jazz Pharm
Post# of 150824
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Posted On: 03/05/2025 8:58:11 AM
What an indication might be worth --
Jazz Pharma just bought Chimerix. I know Chimerix, which was a very shady company that wiped away evidence of bad trials, protested a more-deserving competitor when the latter got a grant, and started a smear PR campaign that was utterly bogus. So I follow them out of hatred. Now Jazz had bought them for $935 million, a premium of 72%.
Chimerix completed a Phase II, and 28% of the patients responded.
How big is the H3K27M market? About 200-400 cases WORLDWIDE a year.
And this was worth nearly a billion bucks. After a Phase II. With a 28 % response rate.
I'm not saying Cytodyn is worth the total of all the markets for its indications. I'm just saying that it is clearly worth more than a few billions, even right now.
Jazz Pharma just bought Chimerix. I know Chimerix, which was a very shady company that wiped away evidence of bad trials, protested a more-deserving competitor when the latter got a grant, and started a smear PR campaign that was utterly bogus. So I follow them out of hatred. Now Jazz had bought them for $935 million, a premium of 72%.
Quote:
Chimerix's lead clinical asset is dordaviprone, a novel first-in-class small molecule treatment in development for H3 K27M-mutant diffuse glioma, a rare, high-grade brain tumor that most commonly affects children and young adults.
Chimerix completed a Phase II, and 28% of the patients responded.
How big is the H3K27M market? About 200-400 cases WORLDWIDE a year.
And this was worth nearly a billion bucks. After a Phase II. With a 28 % response rate.
I'm not saying Cytodyn is worth the total of all the markets for its indications. I'm just saying that it is clearly worth more than a few billions, even right now.
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