Retas Skyclavs was one of the biggest in 2023 for $7.3bn US by Biogen rare disease drug estimate 5,000 patients in US and $1.5bn sales 2030….. premium was only 60% on their share price at the time.
2591 ‘s potential patients with only current x 4 indications is x 10 (as per presentations) that of Skyclavs with scope for many more potentially…..
Retas deal x 10 is $10-15bn in sales 2030-2033 US only for the potential future of 2591 as a starting point. Likely $30 bn globally…
Fairly attractive asset.
The NDD box seat, page-14
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Last
$20.52 |
Change
0.660(3.32%) |
Mkt cap ! $2.622B | |||
| Open | High | Low | Value | Volume |
| $20.00 | $20.66 | $19.94 | $6.431M | 315.4K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1024 | $20.52 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $20.53 | 285 | 1 |
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| Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
| NEU (ASX) Chart |