They have a JV with Peptron for manufacturing, fixed cost per dose with Peptron estimating that they will generate $350M USD for their company from the deal alone over the next 10 years.
That derisks manufacturing, with such a small orphan indication distribution isnt a major issue as there are only 250-350 specialists that you need to contact to prescript the drug, of which are tightly nit with 10-15 of the leaders in the field involved with the study itself.
A go at it alone strategy is far better than a distribution JV before trial read out imo.
DCF Valuation Model for Invex Therapeutics, page-139
-
- There are more pages in this discussion • 103 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add IXC (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
6.6¢ |
Change
0.000(0.00%) |
Mkt cap ! $4.960M | |||
| Open | High | Low | Value | Volume |
| 0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 100000 | 6.2¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 6.8¢ | 10000 | 1 |
View Market Depth
| Last trade - 16.12pm 12/07/2024 (20 minute delay) ? |
| IXC (ASX) Chart |
Day chart unavailable