Future cash flow based on patient population, drug pricing, and market share is what pharma primarily uses to value these companies tho so if you're on the buyout train, that's what you should be looking for.
It would be very difficult for pharma to get in on this if they don't have the infrastructure for radiopharmaceuticals tho. Novartis did it because they acquired companies that had manufacturing capabilities (AAA and Endocyte). Clarity will not have that infrastructure so I doubt big pharma that does not have manufacturing infrastructure will dabble into this. Bayer will be a good one to look at since they had Xofigo and have the infrastructure for it. Lantheus will be a good one and also Curium Pharma (France).
Also, they most likely use a CRO and a CMO so they probably have heaps of outsourced staff working on this. But Dr. Luke Nordquist and Neal Shore are big players in prostate cancer and Neal Shore is in the Scientific Advisory group (probably via Genesis Care as he is the current CEO) which is huge in terms of recruitment for the trial.
CU6 Price at posting:
92.5¢ Sentiment: Buy Disclosure: Held
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