Humanigen Inc (HGENQ)

[MWM]

VeryJerry
Bullish
9m
$HGEN
summary from yesterday’s longer analysis (see my earlier post) - JPM predicts an 80% chance of statistically significant positive phase 3 trial results. PT variance derived based on the pricing of the drug (which they say will depend on level of efficacy shown , between $4k-$10k per course) . If the company can price the drug at
$10K
per course then JPM PT is $51.

Durrant and Co have been saying for months
$10K
is the minimum price that has been floated and they have seen zero pushback from payors at this price point. Go and listen to January conferences to confirm. Very limited Supply of Lenz will only be 100k treatment courses in 2021. Demand cannot go below 100k regardless of covid trends. Government will buy all available courses.