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Replies to #83519 on Biotech Values
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DewDiligence

09/13/09 9:26 PM

#83520 RE: rkrw #83519

Feel free to make whatever changes to my arithmetic you think are warranted, as long as you justify the reasons for the discrepancies.

Note that the NPV of a revenue stream from a generic drug that continues “in perpetuity” is not directly comparable to the NPV of a revenue stream from a branded drug that goes off-patent on a date certain.
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wallstarb

09/14/09 8:45 AM

#83531 RE: rkrw #83519

If you are going to dream - might as well dream BIG!