Yes, I agree that they are posting a very conservative target. Under promising and over delivering seems to be the mantra.
Even at $50 which I think is conservative based on the doors HGEN will be opening in 2021 the Market Cap would only be above $2.5 Billion.
There is allot of room for growth here.
2021 alone will bring EUA & BLA for Lenzilumab with BARDA & OWS support is huge. The BLA here allows Lenzilumab to also go to work in Non-Covid ARDS which is a recurring issue.
Updated Car-T Data with Kite/Gilead Collaboration in Yescarta where a victory here directly links HGEN to Novartis Kymriah.
Ifabotuzumab data in Glioblastoma which is really exciting since it is possible they are directly attacking the tumors without damaging healthy brain cells.
GVHD Trail with Impact Group and University of Zurich.
Phase II in CMML is already in advanced planning. Phase I was with Mayo Clinic and Moffitt Cancer Centers
Eosinophilic Asthma (EA) - Phase II is already completed and they are seeking partners for a Phase III
Additional unexpected income from treating Covid-19 should open the opportunity for more studies rolling out sooner. Management is a group of seasoned & accomplished Big Pharma veteran's who know how to handle this journey, and they may decide to keep swinging for the fences or a Big Boy might just swoop in and write the check. Who knows, but either way it is going to be a special journey. A buyout takes the risk away, but I am also interested to see what they can accomplish as a small team without all the excess corporate bullshit getting in the way.
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