Biotech Values

[mcbio]

TKMR

If those who claim that between the two TTR drugs for FAP and FAC, Alny could potentially have 2+ billion in sales are correct, then that means Tekmira could earn 100+ million annually in royalties. ($4+ EPS for 22 million shares)

Are you referring to two of the partnered drugs here? If so, pretty sure they are due paltry single-digit royalties on their partnered stuff. And their lead wholly-owned drug (targeting PLK1) hasn't exactly had stellar early data in the clinic. TKMR seems all the rage on my Twitter stream but quite frankly I don't really share the same feelings. I could of course be way off base. But I'd like to hear more about which of their wholly-owned drugs are the key value drivers and why (again, I'm not all that excited about the partnered stuff because it's my understanding they are due paltry single-digit royalties).