Lidak Pharm. [LDAKA] Message Board

STOCKTALK

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 : Lidak Pharm. [LDAKA]

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: luis a. garcia who wrote (740)	12/23/1997 7:53:00 PM
From: John Zwiener	Read Replies (2) of 1115

Luis, has something changed? Lidakol has the manufacturing rights and there has been no press release to the contrary. They have a contract manufacturer that will make it for them to sell to BMY plus they get royalties. I don't understand your statement unless I missed something. Now I do not understand how pricing works in pharmaceuticals, but if a perscription costs $50, then BMY sells it to the pharmacy for 25, and Lidak sells it to BMY for 12 and Lidak pays 6 to the contract manufacturer. So Lidak might make $6 per perscription. Plus say 10% royalty on $25 dollars of BMY's sales gives $8.50 on each $50 sale. So if we have a $100 million drug (conservative), then that is around 0.50/share to Lidak. A billion dollar drug would be $5/share. This potential would not surprise me if my tentative analysis of the drugs effectiveness is true.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next