InvestorsHub Logo

wadegarret

08/05/20 9:51 AM

#75378 RE: hardcore #75370

HZNP now over valued @ $72

I mean they might post $2.50-$3.00 for 2021, but stock already at 25+ PE going forward. The one thing that could propel it further would be to find out that a large % of non active thryroid disease patients(5 times the size of the active group) would largely take Tepezza as well as the active(near 100% expected to take Tepezza). Right now at $72, $1B from Tepezza is already being priced in IMO, which is not far from what was expected from the entire active thyroid group. Therefore I'd be a seller here at $72 today.