Replies to post #241293 on Biotech Values

[DewDiligence]

MYOV—Are you concerned about being a minority shareholder insofar as Sumitovant owns a controlling stake?

p.s. Did you see #msg-164099987? That was probably before you took a position and the arithmetic may not be valid anymore.

[DewDiligence]

(MYOV)/ABBV—I was surprised to see that Orlissa/Oriahnn* logged only $38M (including $1M ex-US) of sales in 3Q21:

https://news.abbvie.com/news/press-releases/abbvie-reports-third-quarter-2021-financial-results.htm

In the US, Oriahnn was approved in May 2020 and Orlissa was approved in Jul 2018, so these brands are not exactly newcomers.

*ABBV does not break out sales of Orlissa from sales of Oriahnn.