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Message: Re: No love
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Dec 13, 2018 12:08PM
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Dec 13, 2018 12:55PM
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Dec 13, 2018 12:59PM
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Dec 13, 2018 01:22PM

"so how many billions should they have put alongside our drug if we were on the list,..?"

I'm not sure if the NPV metric on that list is the same as market cap. But the low end NPV on the top 20 list was $3 billion and the average was $5.5 billion. That range of $3-$5.5 billion sounds reasonable to me for a Resverlogix market cap with successful BETonMACE CVOT, especially since Amarin shot up to a $5.5 to $7.5 billion market cap with stellar REDUCE-IT trial results. The caveat being that Amarin's Vascepa was already commericalized and marketed for triglyceride lowering prior to REDUCE-IT readout. Amarin was at about $1 billion market cap prior to REDUCE-IT top-line.

BDAZ

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Dec 13, 2018 04:44PM
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