Biotech Values

[iwfal]

To make your contention more meaningful, compare Lambda’s sales in 2017 to the top quintile of DAA’s that have been on the market for a minimum of, say, one year.

Ok - how about this comparison. That Lambda will garner >=$ between now and 2020 than 80% of the DAAs currently in trials. The point is that most DAAs currently in trials are ascribed more value than lambda - and this is probably not an accurate state of affairs because most are either more likely to utterly bomb (i.e. not get approved due to as-yet-unknown SAE or as-yet-unknown weak efficacy compared to other DAAs) or will garner very low market share.


Or, if you don't like that comparison I'd make a similar bet even after you (or another DAA expert) removed the ones that already have enough data to indicate they aren't a front runner.

Clark