Thursday, April 22, 2021 12:12:56 PM
Actually that's incorrect DonDon. HGEN's Lenzilumab takes 3 doses to treat, so those 100,000 doses that take 12 months to make will treat 33,333 patients in 2021, not 100,000 patients. Meanwhile, Samsung can manufacture millions of doses of Leronlimab per month. Lenzilumab may prove helpful, but on a far smaller scale. Best to know what you own and manage your expectations accordingly.
In my opinion Leronlimab will render Lenzilumab irrelevant, and they won't even bother to manufacture it. That doesn't mean HGEN won't get a bunch of funding from the US government though, so at least you'll have an opportunity to time your exit strategy.
Sleep well shorts.
In my opinion Leronlimab will render Lenzilumab irrelevant, and they won't even bother to manufacture it. That doesn't mean HGEN won't get a bunch of funding from the US government though, so at least you'll have an opportunity to time your exit strategy.
Sleep well shorts.
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