AI
| Followers | 72 |
| Posts | 3426 |
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| Alias Born | 04/28/2004 |
Thursday, November 29, 2012 10:32:36 PM
EXEL:
I think anyone buying at these levels with the expectation of sales in PC is being foolish. There are no solid data to merit any meaningful level of off-label sales, nor is there a compendium listing.
From my view, the approval says:
1) They can get a drug on the market.
2) They can start to gather some sales experience, while making a small amount of change.
3) Approval makes it easier for teaching centers to get their hands on the drug for pilot studies.
As for the market cap, your mileage may vary. I'd rather buy EXEL at 1 bill MC than ARRY at 0.4 bill MC, but I'd rather buy ONXX at 5 bill MC over both of them. Life is full of paradoxes
I think anyone buying at these levels with the expectation of sales in PC is being foolish. There are no solid data to merit any meaningful level of off-label sales, nor is there a compendium listing.
From my view, the approval says:
1) They can get a drug on the market.
2) They can start to gather some sales experience, while making a small amount of change.
3) Approval makes it easier for teaching centers to get their hands on the drug for pilot studies.
As for the market cap, your mileage may vary. I'd rather buy EXEL at 1 bill MC than ARRY at 0.4 bill MC, but I'd rather buy ONXX at 5 bill MC over both of them. Life is full of paradoxes
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