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umiak

07/27/12 8:57 AM

#2305 RE: OldBen #2304

Seems to be a relationship of sorts to estimated market for new
Approvals and mc. My observationis only for a couple of pharmas
I have been involved in, so why I qualify with "of sorts". All in all though
no doubt in my mind this is quite undervalued at this point.
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errett

07/27/12 11:50 AM

#2310 RE: OldBen #2304

OBen---MT said "Certainly this is a $1 billion dollar drug". 6/20/12

Average price treatment for doxorubicin in the USA is $9000.
26,895 treatments per year in USA---$242mm
400,563 in China
300,840 all other areas combined

There are, unfortunately, approximately 750,000 new liver cancers diagnosed each year. ----from doc. on Siavoche's website

Roth reiteration in June of this year--"Buy rating with a $10 price target". from doc on Siavoche's site

Griffin has a price target of $10 from June of this year---from a Siavoche's doc.

Who will not request T-Dox when it is available---read below

Doxorubicin may cause heart problems, including possibly fatal heart failure. Heart problems may occur during doxorubicin therapy or months to years after receiving this medication. Your risk of developing heart problems depends on your dose, medical history (including previous heart disease, radiation therapy in the chest area), and previous use of this and other drugs (including daunorubicin and cyclophosphamide). Children are at higher risk and should be monitored later in life for delayed heart problems. See also Side Effects section.

from a Reuters doc on Siavoche's site