TSN the sustainable nutrition group ltd

As much as I agree that HA-I is not getting enough value...

  1. 1,858 Posts.
    As much as I agree that HA-I is not getting enough value ascribed to it, I'm not sure about the assumption that HA-I will jump to $500M.

    Irinotecan had $900M sales until generics entered the market, so would have dropped back from there. You need to allow for % market penetration, risk of failure, time to market, partnering or production cost, etc.

    That said, even if you're 500% optimistic, HA-I still carries significant value not currently recognised by the market. A Phase III trial will push it onto the stage.
 
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