It depends and things will happen in stages.
AA granted (no partnership yet), say Mcap briefly around $8B, then settling in somewhere below also depending on eg. Rett
Partnership more cementing than increasing Mcap unless crazy upfront payment schedule and royalties on future sales
Still needs the proof of a confirmatory trial that will take some years to conclude
Start of revenue generation will stabilise SP somewhere under full potential for just AD, which will take time to establish
What revenue growth will look like prior to potential traditional approval is achieved, is likely subdued and much dependent on label that could target a fraction of the AD market
After successful confirmatory trial the established label and level of clinical benefits for the corresponding patient subgroups will dictate potential until something better comes along anytime along the path
If Mcap gets anywhere near $8B in the short term Imo a definite profit taking event and probably along the way too, while continuing a level of investment
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