@Mason14, @wombat777 - here is a question for both of you:
My thinking is to correctly value Bisantrene we should consider:
- What is the value of the medicine it is replacing as a primary cancer treatment?
- What is it enhancing (replacing Anthracyclines as a supplement or enhancing the performance of Keytruda etc?)
- What is the side effect (eg. heart failure), inconvenience (eg. number of years of doctor visits) or value of the treatment for side effect that Bisantrene is replacing?
I think we should consider the above 3 factors on a condition (AML, FTO, Breast cancer etc) by condition basis to arrive at a sum of parts valuation.
What do you think? Thanks.
Pillar 1 - FTO (new thread), page-364
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