PYC pyc therapeutics limited

Ann: Polycystic Kidney Disease Program Investor Presentation, page-26

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    PYC provides the first real tangible hope for ADPKD patients to avoid kidney failure and transplantation (if available), what price would you pay to avoid this and live/regain a normal life?

    Dividing PYC current market cap by say 120,000 addressable market = $6,700 per current patient

    If I was an ADPKD patient I’d pay $6,700 for a 1% chance that the drug will save me from end stage renal failure.

    Would you pay $67,000 for a 10-20% chance?
    Would you pay $670,000 for a 80-100% chance of a cure?

    I know it’s simplistic and does not take into account that PYC-003 revenues will be yearly for the life of the patient. But just a thought experiment that probably reflects a 1% awareness or probability assignment by the market to PYC’s ADPKD prospects at the moment (and that’s forgetting VP-001, PYC-001 which are both in clinic! With PYC-002 likely to join)


    Last edited by Linsanity: 02/12/24
 
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