News Focus
News Focus
Post# of 257265
Next 10
Followers 69
Posts 6152
Boards Moderated 0
Alias Born 11/26/2008

Re: DewDiligence post# 171107

Tuesday, 12/10/2013 8:09:32 PM

Tuesday, December 10, 2013 8:09:32 PM

Post# of 257265

My model’s $30K figure was a blended average of the US and EU. All of the prices you cited are for the US market only.

Ok. But that still seems wildly conservative to me (hey, not that that's a bad thing -g-). If you give ABBV/ENTA all-oral combo a small premium over U.S. price of JNJ/GILD peg/riba combos, that would be, say, ~$90K U.S. To get anywhere close to $30K blended figure, you would need an EU price of, what, $5K? ; )

Discover What Traders Are Watching

Explore small cap ideas before they hit the headlines.

Join Today