Biotech Values

[rkrw]

What immunotherapy drugs in the next few years?

We know DNDN is planning a combo study with Ipi, the immunotherapy cancer drug from Bristol. Synergistic efficacy there would be a big win for DNDN.

30,000 in the US die with/of prostate cancer each year. If you use that as a base number (100% market penetration would be bigger), that's $2.7B/year in sales. How much would that be worth to a Sanofi or Amgen to bring in?

I don't see manufacturing as an issue. Plants will be built.
Key for dndn is maintaining their very high pricing. I didn't understand their pricing rationale other than they could.