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Biotech / Medical : ALKS - Alkermes, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: fred hayes who wrote (165)	5/22/2006 9:49:24 AM
From: rkrw	Respond to of 189

Agreed, the pricing is nuts. Given the pricing I think they'll be disappointed with anything less than $500M. Pricing of drugs seems out of hand, it seems like companies work backward, what do we need to price at to get to $1B in sales? Divide by number of patients we expect and spit out a price. I don't think the first year estimate is all that bad, $35-45M, which is for 9 months of sales (fiscal year ends 3/31), factoring in a couple of quarters to get traction. Not unreasonable to think, if they met the top end goal, that it would be annualizing somewhere near $100M by 3/31, $5M, $15M, $25M gets them to $45M.