Did some more thinking about potential REGN takeover - I don’t think OPT will sell US part of the business - too lucrative and easy to access / and the price they want for it is probably more than REGN will pay IMO. So most obvious scenario if REGN comes to the party is ex-US rights. I estimate peak sales to be approx 2.5B USD ex-US so applying 3.2x multiple (as per previous deal in the space) gives us around 8B USD for ex-US rights which sounds reasonable.. maybe it might go for a bit less 6-7B USD. For this price, they get at least 7 years market exclusivity ex-US (to 2034).
Assumption: 4+ letters topline
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