Spectrum Pharmaceutecals Inc (SPPI)

[antihama]

TTB, I have my “Rolontis can bring in significant revenue” glasses on, as opposed to my “Raj got fired because of the Rolontis screw-up/delay in getting approval and what else could go wrong” glasses on. If the Neulasta market was 4B, and due to competition, is reduced 30% to 2.8B (JT saying just a 10% cut makes me twitch), and if you capture just 10% of that, well, that’s $280B per year, and every year after that once it’s established. I actually think that’s very reasonable. If they capture 20% that would really make people smile. I am fully confident Rolontis will get approved once I realized why they delayed submitting the BLA till the end of Dec (98% confidence Doji, not 99% :) ). I’m actually getting excited regarding Rolontis prospects.