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 : Immunomedics (IMMU) - moderated

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: TinfoilHat who wrote (53420)12/12/2019 6:58:03 AM
From: TinfoilHat7 Recommendations

Recommended By
bobbseytwins2001
captcobra1
diaperdaddy
EMU2
idahoranch1

and 2 more members

   of 63324
 
Tin, you forget that Tecentriq sales are subdued in the US in mUC as well as it only has an indication if PDL1 positive, which looks to also exlude about half the potential patients. How about setting that quarterly revenue target at 658M, ie double that of Tecentriq in mTNBC and mUC, ie 2.6B annualized just in the US.

Now multiply by a factor of 3 or 4 if we get HR+ data warranting approval, and I wonder how big the prostate cancer market is...

Current market cap sits right around 2x future revenues, with no CEO no CMO nor drug approved. Good things come to those who wait.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext