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Thanks Titans.It's always a good thing when you have to...

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Jdmoney

2,074 Posts.

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05/05/21

21:18

Post #: 52967277
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Originally posted by Titans19: ↑

For AML and Ovarian I used the same as my previous treatment calcs - bearing in mind my number of cases is smaller than what Wombat and Mason have both found/used.
For Pillar 1 I had the PD-1 and PD-L1 expected market forecasts and then made an assumption on Bisantrene combination with it. I used numbers from Wombat and also these sites to estimate the potential market in 2025 (when Pillar 1 should have FDA approval).

https://www.evaluate.com/cancer-immunotherapy-drug-classes-watch-2020-and-beyond
https://www.fiercepharma.com/pharma/can-23b-market-for-pd-1-blockers-cancer-grow-pan-adjuvant-use-key-report

I then just estimated it at $50b and gave Bisantrene a 5% penetration (should be conservative really..). I then assumed same cost/profit margin for treatment (again should be conservative given high dose v low dose costs).

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Thanks Titans.

It's always a good thing when you have to aggressively discount revenue to make it believable.

RAC Price at posting: $3.17 Sentiment: Hold Disclosure: Held
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