SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : VD's Model Portfolio & Discussion Thread
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Rocketman who wrote (4105)2/17/1998 10:59:00 AM
From: Biomaven   of 9719
 
Rman:

My own view is that dumping MOGN would be a big mistake. The approval appeared to be for Sjogren's generally, not just for primary Sjogren's. This means a potential market size of 1m people (using the company's figures; I've seen bigger estimates). Salagen doesn't work for all people - maybe only half. They currently sell it for around $1000/yr, with 90% gross margin. Do the math ... The only cautionary note here is that the Sjogren's market is hard to reach, with lots of undiagnosed and under-treated patients, and they don't have a lot of marketing muscle themselves. (Personally I think they'd be better off partnering in the US on Salagen, but there's been no mention of this as a possibility).

Aside from Salagen, MOGN of course has the MGI-114 lottery ticket.

Peter (long MOGN, as perhaps you might have guessed).
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News