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 -- Ignore unavailable to you. Want to Upgrade?


To: aknahow who wrote (4897)11/7/2001 3:44:00 PM
From: Biomaven  Read Replies (2) | Respond to of 52153
 
George,

BGEN estimates the global market for medium/severe psoriasis to be around $2 billion. So that would make the entire US market maybe $1 billion, meaning that picking up 50% in three years is pretty respectable. This is also the sort of drug that might take longer than three years to peak (ignoring any effects from competition).

Their analyst day presentation is still on the web - I haven't had a chance to listen to it yet, and I'm not sure I will before it expires in a few days.

Peter