Replies to post #241218 on Biotech Values

[dewophile]

1. very large market - 1M addressable patients easily (that fail oral contraceptive)
2. It can become SOC after OCPs
3. Women's health is outlicensed for double digit royalties in the EU

Orlissa is hampered by the 6 month limitation like lupron (despite the data w add back people still limit use to 6 mo mostly). so it is a band aid. Myfembree will be the first good longer term solution when approved for endo, and it has much better tolerability to boot than lupron and orlissa