Muchogusto, there’s several points I want to clarify. I know you realize this but when I say it’s worth $60 or 120/share, I do not mean at this moment but as those sales #s become a reality. You could almost draw a line from where the share price is now to $56 when there’s actual sales. When they submit the pozi previously treated EGFR exon 20 cohort NDA, and the FDA accepts the application, well, that makes those sales #s a little less ephemeral and the share price should bump up some. When it’s approved those sales #s become even more real and it should bump up closer to $56. Now if you think pozi’s competition will take more than 50% of the market (I don’t) you bump it up a little less. If you think pozi will be first to market and take more than 50% of market share than you bump it up more. Same goes w the other cohorts pozi addresses. Also, I didn’t even address pozi market share in the EU, and eventually Japan, or a licensing deal in those parts.
So it’s sad, very sad, that the sh price is where it is now. If they would have gotten BTD in previously treated EGFR exon 20 cohort, they probably would have been able to submit a rolling NDA and only have to wait 2.6m after the last patient was dosed to submit the NDA a la Alunbrig. That’s the way I was seeing it last year. Ditto on Rolontis, if the FDA would have accepted the BLA back in Feb, we’d have approval this year and noticeable sales next year. But it’s just a matter of time. The sh price could start going up now or in a month or 2 but it will go up. That is why I am so dead set against a takeover since Spectrum will never realize its full potential that way. As I said previously, I can wait for these expectations to take place.
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