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Re: hanscott post# 24587

Thursday, 09/20/2018 1:08:09 PM

Thursday, September 20, 2018 1:08:09 PM

Post# of 34575
I personally have no idea what the expected revenue stream will be. It is still too early, IMO, to start throwing numbers out that actually mean anything. One can always make a guess but until we are closer to commercialization I don't think it makes a whole lot of sense. Once the merger is closed Piper Jaffray and Nomura will pick up coverage and I expect a fairly detailed research report from both of them. They might include some revenue estimates which should be a lot better than anyone on the message board will be able to come up with.

HERE is an article from yesterday relating to Kite. Looks like the general consensus is sales of Yescarta will be approximately $2.3B by 2025. There is a chart showing anticipated sales beginning this year until then. Given the multiple indications our therapies are being tested in I don't see any reason why our sales can't reach at least that but I'm not an expert there.

Either way, a lot goes into estimating what sales and revenue might be and since we are a ways off from commercialization, rather then try to figure it out myself, I will sit tight and wait for the research reports to come out.

Sorry this doesn't answer your question but it should be answered soon enough.

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