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 : Biochem Pharma (BCHE)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jean-Robert Grenier who wrote (495)10/16/1998 4:53:00 PM
From: Richard Haugland  Read Replies (2) of 783
 
Jean-Robert: a post that followed on Yahoo felt that the analysis was completely wrong

messages.yahoo.com@m2.yahoo.com

Here was my personal analysis of the financial effect of BCHE collecting royalties on extra sales of lamivudine for hepatitis made the day of the announcement:

messages.yahoo.com@m2.yahoo.com

It seems to me that 17% royalty of anything that Glaxo sells mostly goes to bottom line so that even if the sales are only half a billion dollars (US) in a few years it will have a strong positive effect on the stock's price (unless BCHE compensates by spending more money for research and/or acquisitions).

I am not qualified to comment on Glaxo's pricing strategy in developing countries and it is probably a dilemma for them too.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext