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Reyeton

05/09/18 8:41 PM

#149782 RE: poguemahone #149781

Biogen has been called out,in the past, for beefing up their bottom line by increasing the price of their drugs already on the market. Not sure if that scheme is still in play.

XenaLives

05/09/18 10:21 PM

#149790 RE: poguemahone #149781

Not sure what you mean at all...


Perhaps their pipeline is weak, but 12 Billion in annual revenue sounds pretty decent to me.

I'll even take 12 million in revenue--that would represent half of the cash reserves that AVXL has to work with as of now.

If Biogen wants to partner, I'd say "may I have this dance."

Patnership=credibility



From one article (there are many) -



Projected growth rate
Let me share a few of the staggering numbers with you. In its report, “Multiple Sclerosis Drugs Market – Growth, Future Prospects and Competitive Analysis, 2017 – 2025,” Credence Research states the worldwide MS drug market had a value of $16.13 BILLON in 2016. The research predicts that, with a compound annual growth rate of 6.3 percent, the MS market will be $27.35 BILLION by 2025.

To better understand this figure, the cost for treatment of diabetes worldwide is $825 billion, but that is to treat more than 440 million people. The number of people with MS worldwide is estimated at 2.3 million. That would make the average cost for diabetes treatment about $1,875, while the average per-person cost for MS is $7,013, or more than 75 percent more. Remember, not all people are on treatment for either disease.



https://multiplesclerosisnewstoday.com/2017/09/28/ms-therapies-look-inside-market-research-report/

If you were Missling and you had the choice between 20-30% royalty (that's being generous) and the whole enchilada, wouldn't you be thinking about the enchilada?

Also consider that if we have 2-3 approvals for other indications the approval for MS gets easier.

If Biogen wants to partner, Missling is going to say put up or shut up NOW, before other approvals. If Biogen waits too long they will lose out. The only way partnering with Biogen makes sense is if there is a big enough $$$ down to finance the current trials and minimize dilution of the stock.