Equity Field Notes from temporal sources

[DanWebzster]

APVO is a $100mn MC biotech with a fast growing FDA-approved Hemophilia treatment

IXINITY grew 50% QoQ last Q.

The global Hemophilia market has a TAM of ~10B. It's not inconceivable that IXINITY is worth $100mn alone.

APVO also has a Ph2 asset in T-cell Lymphoma and a Ph1 asset in Prostate Disease.

IXINITY is growing so fast that it's difficult to determine the cash runway. There is an outside chance that this product may cover the burn rate by sometime next year.