Replies to post #31013 on Humanigen Inc (HGENQ)

[cowtown jay]

I always seem to like reading these "Fierce Biotech" articles. I didn't know that Cantor had predicted "blockbuster" sales, which I may have mentioned a time...or two, myself. Very gratifying to finally hear an analyst use that term. And actually, it was pretty shocking. Now I just want to see an analyst think even further outside of management's guidance, and finish off that conclusion noting that Humanigen is now discussing that 1.4M patients will meet the company's targeted patient profile in just the US and Europe, as well as in breakthrough infections, and realize that that total demand potential doesn't factor in national stockpiles, or demand ex-US and Europe, which could mean that not only will this be a blockbuster new drug, it will become the biggest selling new blockbuster in pharma history, surpassing Humira's 1st year sales record. We need just less than 2.2M sells to achieve that goal at our targeted price. Now I have to note, however, that we may surpass Humira's record, but still not capture the historical record, due to what I now see being reported by vaccine sales. We'll have to see.

We'll also have to see how a revenue shortfall due to a delayed EUA may negatively impact Thermo-Fisher's production of our monoclonal antibody. What if they are two months into the six months required to manufacture the current production run, and we have exhausted the full $169M we had planned for manufacturing? Do we tap into our reserve with Hercules? Can we? How might that affect our CAR-T program, and other pipeline trials?

I really hope this turns into a moot point, and we see the EUA or other regulatory approval within days, or within a week or two. I also think that for the company to have a frank discussion in regards to untimely authorization is more representative of transparency, than it is as an attempt to intimidate regulatory agencies. Should the company still their voice in this regard, and then all of a sudden stop production, to then explain why they did it? I don't think so.