Ann: Ryoncil Pricing Set and Available This Quarter, page-79

  1. 8,127 Posts.
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    At this valuation absolutely.

    How much is hype and counting chickens? People here are valuing on 100% market penetration. Maybe it'll get there eventually.

    Don't forget, Japan has had this for years and sales have dropped off. Why?

    Real world evidence will be getting collected, hopefully it lines up with the early trials, as those were pretty low level evidence. With such a costly treatment, doctors and insurance companies will be looking closely for benefit.

    These are the things that concern me, and have the whole time. I might be wrong, and I hope I am, but not something I would put money on.

    My other pick is getting smashed, but I personally know people who use the product and love it, and I'm confident in the company - that is why I'm invested there.

    Different methods of analysis.

    best of luck
 
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