Replies to post #198556 on Biotech Values

[kmastra]

LGND One can only speculate - but what brings me to low single digit royalties is that LGND itself said during investor day 2014 that it would be a 100 Mio opportunity in royalties. If it is successful i would think it is fair to say that it has a peak potential of 5 billion or even 10 billion (that is what analyts say and i guess LGND did not downplay things here)- what brings me to 1-2%. Anyway 100 mio + in royalties would not be that bad for LGND...

[oc631]

So, not a NCE at PCOP but they aided in the discovery of the BACE so really hard to know for sure exactly where the royalty winds up at.

I'm not going to speculate on the royalty issue. The molecule was screened by PCOP and came out of their in-house library under the 1998 collaboration agreement.