How much cu6 gets bought out for will depend significantly on the outcome of the dose expansion. If this shows significantly better results than pluvicto in terms of PFS... then it's hard to see this not taking the lions share of mcrpc therapy market. Obviously, a P3 would be better, but I doubt that would start until after 2026.
cu64 has significant value even with 300m AU revenue at 40% profit, it's looking at 1.2bAU MC at a PE of 10. Whilst this revenue is hard to judge... I think it's realistically achievable, and being conservative.
I would like to see results for dose expansion first to determine what value.
eli lily bought out point for 1.4b US off the back of the SPLASH trial results being fairly comparable to pluvictos trial results(possibly better side effects). Based on early P1 secure results, we should at least be on par with pluvicto/point... Added with cu64, I think 2.2b US should be a baseline(one I wouldn't accept until more data is released).
CU in 2025?, page-4
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