Elagolix is antagonist not agonist. They work differently. A longer Phase 3 is expected; but still we are talking about a big market with not much competition.
EV of NBIX of only 100millions, very cheap for a company with a phase 3-ready drug and a few phase 1/2 programs going.
I realize elagolix is an antagonist, not an agonist, as I noted in #msg-49736609 . Dub Narcotic claims in #msg-49739987 that MOA is the same after the initial treatment period. I realize that EV is fairly cheap and that is one of the reasons why I have been following NBIX. That clearly does give the stock some cushion. But I think, at a minimum, the FDA news may have impacted the economics of any partnership deal that NBIX can attain for elagolix. Again, the EV is fairly cheap, and perhaps the company can still attain a lucrative enough of a deal to push the stock materially higher. We shall see.
Market Data 
Markets 
AI
