Biotech Values

[Double_Bagel]

CEMP -- Leerink presentation

http://leerink.metameetings.com/confbook/healthcare15/webcast_oi.php?p=646

Wow! That was interesting!

I don't know how much the CEO is exaggerating... But in addition to the known indications for Solithromycin a lot more possible indications were mentioned: (Slide 5)

-- NASH (they had encouraging data before ICPT Nash data)
-- COPD and Bronchitis
-- Pediatrics (pediatric use alone could be bigger than any antibiotic ever)
-- Infections in Pregnancy
-- Opthalmic drugs
-- Helicobacter Gastritis
-- etc

I would appreciate any feedback on this. Is this all possible? If every / most indications gets approved, you are looking at $5 Billion+ peak sales. CEMP at $1 Billion would be significantly undervalued.