IMO. DYOR. Not advice.
There has been some discussion of LAG-3 today via Post #:60855711 from @Lymphnode63.
USD $4B peak sales estimates for Opdualag from the below:
https://www.fiercepharma.com/pharma...scores-fda-approval-melanoma-opens-3rd-immune
At weighted average 4.5x ( from Post #:60252701 ) x USD $4B peak sales implies the drug be worth up to USD $18B in a transaction using metrics derived from buyouts of drugs.
From below Opdualag will cost USD $27,389 per infusion.
https://endpts.com/fda-oks-bristol-...new-class-of-checkpoint-inhibitor-in-8-years/
Contrast this with the cosy of USD $6,580 for Opdivo alone:
https://www.healthline.com/health/medicare/does-medicare-cover-opdivo#cost
US $27,389 (Opdualag combination) - US $6,580 ( Opdivo alone ) = USD $20,809
So the LAG-3 inhibitor is 76% of the price of the anti-PD1 + anti-LAG3 combination. This perhaps gives an indicative value per infusion USD $20,809 of Zantrene in combination with an anti-PD1.
It will be interesting to see what any research house valuation comes up with.
IMO. DYOR. Not advice. There has been some discussion of LAG-3...
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