PAR 4.26% 24.5¢ paradigm biopharmaceuticals limited..

Ann: Paradigm AGM Presentation, page-108

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    Most if not all the major big pharma have an interest in the OA space and have their pockets full of cash. Novartis will no doubt be interested in understanding the landscape and may in fact of signed a NDA for multiple new applications in the pipeline (including IPPS).

    IMO:
    • We don't need to achieve a HUMIRA market share to make this a mega blockbuster. PAR has a 10% target
    • LNA043 is not by itself going to exponentially increase the OA drug market
    • A DMOAD label with a strong safety profile can however take the OA market from $10B pa to at least the RA market of $70B
    Last edited by Denial: 05/12/22
 
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