Replies to post #255643 on Biotech Values

[WorstLuck]

i simply want to point out you dont know what they allocated to the drug based on a sum of parts analysis in the 129 dollars

Which I simply don't care. Something like 200-400M 'feels' about right in sum of parts but it's of no value to me in the context of the cvr discussion, which is a market appraisal on milestone advancement. Flawed but provides a basis. Different perspective than partnering.