Replies to post #71699 on Biotech Values

[DewDiligence]

teva is big enough where they can file now with an eye on something to launch 10 years from now.

With a little luck, Teva will have the case wrapped up in their favor by 2015 and they can incorporate the 180-day Truvada revenue into their three-year EPS guidance! They won’t even have to pay overtime to their attorneys :- )

[DewDiligence]

IDIX (IDX899) – if they did better than $25M upfront I'd be surprised. The compound looks good but it's early!

$25M would make the arithmetic in #msg-34813718 work—barely. Hence, I think it’s reasonable to consider $25M a lower bound for the upfront amount.