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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: ghmm who wrote (42400)	10/30/2014 5:13:02 PM
From: Biomaven	Read Replies (1) \| Respond to of 52153

>Fibrogen Thanks for that link. Priced very conservatively in my view. Just look at the cash on hand and the unconditional milestone payments due. EPO still an $8 billion drug, and if the drug's performance and safety holds up it should take essentially the entire market. The FDA wants large safety and efficacy trials with cardiac endpoints in both dialysis and non-dialysis populations. So looking at cumulative enrollment nearing the 10k mark by the time all are completed. Akebia results were dreadful in terms of both efficacy and more importantly safety. This has some discussion: nasdaq.com Peter