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 : Biotech Valuation
CRSP 56.02-8.0%1:26 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Robohogs who wrote (20710)8/1/2006 10:01:39 AM
From: fred hayes  Read Replies (2) of 52153
 
Jon, looks like around 400 thousand patient years to get to this level. At higher volumes I would say margins over 80 percent would be reasonable. I give it a slim chance at best -- must include a large hunk of crohns. I'm not counting on any crohns, just hoping that the safety profile which emerges might allow additional indications. But can't picture 200 thousand or so crohns patients, even by 2012, which is what it would take.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News