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01/12/18 9:03 PM

#216590 RE: DewDiligence #216589

PTLA: Agree PTLA is not in the league of PFE, BMY and JNJ at all, but
in the hands of another BP is a different story, it may play out
like ABBV's Mavyret, even 10 to 15% market shares in 20B factor
xa inhibitor market is $2 to $3B potential, add in the VTE sales,
we are talking about a $4 to $5B drug. I will not under estimate
Bevyxxa's effects on less bleeding SE profile, after all that is
the major reason Eliquis is taking over Xarelto in the 1# position.
We are talking about PTLA in a $3.5B market cap with Bevyxxa and
Andexanet, how ridiculous low market cap it is, Goldman Sachs has
PTLA on 2018 10 buyout company list with SAGE too, look at SAGE's
market cap of $7.22B, I get it SAGE-217 is potential $4 to $5B drug,
so does Bevyxxa, IMO.