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multiples

10/16/21 5:26 PM

#378973 RE: Lemoncat #378972

COVID won’t be around forever? That’s good to know. I guess all those experts who said it would be endemic were out to lunch.

thefamilyman

10/16/21 7:15 PM

#378985 RE: Lemoncat #378972

I’d rather have 50% of the next 10 or 15 years. I don’t see how you could license just for Covid. Licensing would more likely be for IV administered Brilacidin. That would cover every bacteria Brilacidin will treat as well as every virus; including the next pandemic. I’m not thinking about just this version of Covid. We have a lot more than just the answer to the current pandemic and I hope that Leo does not rush a deal based on this version of Covid.

Lemoncat said,

The goal would be to maximize sales while COVID is still a thing. If it took six months to a year to really get operations up to speed that could be $10B lost (REGN antibody revenues for the year). Better to lock in that $5B share and then IPIX does whatever it wants with every indication in the pipeline.

COVID probably won't be around forever.
2022: $10B market
2023: $2B market

I'd rather have 50% of both year rather than 100% of the second.

attilathehunt

10/16/21 9:47 PM

#378999 RE: Lemoncat #378972

“COVID probably won't be around forever. “

Don’t forget about future pandemics…China isn’t through depopulating the world just yet.