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anders2211

01/05/18 10:14 AM

#151992 RE: anders2211 #151988

Thats what Im talking about.

Goldman puts Juno on its target buying list and tada its up 3% with a MC of 5,5 billion.

https://seekingalpha.com/news/3321426-goldman-bullish-biopharma-2018

Why is Juno worth 5,5 billion with a platform less worthy then NWBO ...?
That is the difference between a takeover target and not being so.


rogers5729

01/05/18 10:24 AM

#151996 RE: anders2211 #151988

Thanks for the reply. Before trying to unpack your comments, can you just tell me where you're getting this $1.15B from? It seems seriously low -- like orders of magnitude low. Especially if you say it's worldwide. The U.S. alone has ~16K GBM diagnoses per year. If that spending were just in the U.S. alone, that would mean ~$72K in expenses per patient per year -- which (at only twice the price of the hospital birth of my child) seems really really low for treating a deadly cancer. I mean, heck, NWBO can sell its vaccine at $100K to just 10,000 patients per year in the U.S., we'ere looking at $1B in revenue per year. And that's not even considering the impact from the international market. To borrow a now-antiquated phrase -- this seems like fuzzy math.