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: Vector1 who wrote (9353)8/22/2002 1:17:25 AM
From: Spekulatius  Read Replies (1) of 9719
 
V1, at current valuations, i'd put OSIP's value at 6x peak sales. However OSIp has to share with DNA so this adds up to 1.5B$ at 500M$ sales. I think 500M$ are quite optimistic, though. If EGFR drugs works in monotherapy, then Iressa has a lead over OSIP's drug and The market won't be that big and Iressa might take a bulk of it plus we have ABGX and IMCL competing. Looks like a pretty crowded field to me.
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