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Thursday, 04/18/2019 11:14:40 AM

Thursday, April 18, 2019 11:14:40 AM

Post# of 427911
New Jeffries article - explains why biotech space has take a huge dump (Medicare for all gaining steam), has a ton of useful tables on biotechs and upcoming catalysts - but the most important table for all the pie in the sky BO targets posted here is shown below - pay careful attention to the column outlined in red, "Deal value/Peak sales - 3x-6x is the most common range, and pay attention to the "Lead Stage (at Time of Deal) column - tells you what BP was willing to pay for biotechs depending on where they were in the drug development process - we fall in a different stage, Marketed but with limited patent protection/limited time for total sales to collect.


[url]https://javatar.bluematrix.com/sellside/EmailDocViewer?encrypt=b03be2e2-90a1-4bcb-b79f-8fdee25b9775&mime=html&co=Jefferies&id=robcos@cox.net&source=mail
[/url][tag]"Reading the Yee Leaves": Medicare for All Weighing on HC Flows and Sentiment[/tag]


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