Replies to post #198980 on Biotech Values

[DewDiligence]

EGRX—Wow impressive.

Depends on how much the J-code step up actually is. I’m inclined to think the CEO wouldn’t have mentioned this prominently if the step-up were modest, so I’m guessing it’s about 500 basis points—i.e. that the Bendeka stepped-up royalty rate is ~25%.