Replies to post #140 on Portola Phramaceuticals (PTLA)

[H2R]

Why the PAS matters:

From SoS's July 12th article:

I have a price target of $110 to $136 in 2023 based on the prospects for Andexxa alone. There is additional and meaningful upside on top of this from Bevyexxa and cerdulatinib but it is harder to quantify. I believe that the critical catalyst in 2018 for a major upward price movement is FDA approval of the Gen 2 manufacturing process for AndexXa which could occur in early 2019. The current, inefficient Gen 1 manufacturing process is unable to meet substantial demand. A second catalyst could be the approval of Andexxa in Europe in late 2018 or early 2019.

It's a long article, well argumented, but that's the investment gist of it.

Cheers!