BCRX: Target practice for shorts Message Board

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Strategies & Market Trends : BCRX: Target practice for shorts

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To: lizardK who wrote (54)	8/27/1999 3:04:00 AM
From: Wolff	Read Replies (1) of 96

do they even get royalties? I have to laugh at BRCX for a number of reasons. I'll ask just one question here right now: Does BCRX even get a royalty (and how much) IF the influenza compound works in a Phase III and is provably better than competitors? The only things I've read about the JNJ agreement refer to milestone payments (which are one-time payments for acheiving a certain goal), but nothing on roaylty rates (if there even are royalties). Can someone point me to a source where the royalty issue is disclosed? I've been involved in a lot of biopharma deals, and when you license a compound prior to Phase III data (or even Phase II data), as BCRX has, the terms are not especially generous - usually royalties, if they exist, are low single digits. So why are people getting excited about the Phase II data which is not even clinically relevant? Even IF the compound is licensed and sold, BCRX is likely to see very little financial benefit other than some one-time milestone payments. Again, any pointers to a reference on the royalty rate would be appreciated. posted by a stranged named post called by: biopharma_demigod

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