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mcbio

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mcbio

Re: poorgradstudent post# 193901

Wednesday, 07/29/2015 10:48:50 PM

Wednesday, July 29, 2015 10:48:50 PM

Post# of 251791

MDVN:

The Cowen analyst has been pounding his shoe on the table for weeks saying MDVN is overvalued. He claims peak enzalutamide sales expectations are $3 billion but that it will be closer to $1 billion. Cites lack of penetration into urologist offices.

Sales are currently running at ~$1 billion per year.

At what point do we start to worry about potential competition for MDVN? Could any of TKAI, EPIX, Aragon, etc. wind up with better drugs in this space?
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