Great write up Mason. Looking at the peer analysis and coupled with Dr T's comment that if it reaches it's potential in FTO it could eclipse Keytruda peak sales revenue, I believe it should be even higher than what Trodelvy was bought for. 7 different cancer types that it has over Trodelvy would mean an extra 7 different streams of revenue.
Gastric Cancer with 26000 incidence, had Five Prime bought by Amgen for 2B. I note Trodelvy can't act on Melanoma, which is 3 x the incidence of Gastric Cancer.
But as I've previously stated, I believe Gilead copped a lot of heat for their buyout of Immunomedics, so that could play a factor if things progress further for Race.
https://www.cancer.org/cancer/stomach-cancer/about/key-statistics.html
https://www.biopharminternational.com/view/amgen-to-acquire-five-prime-therapeutics-for-1-9-billion
https://www.cancer.org/cancer/melanoma-skin-cancer/about/key-statistics.html
Pillar 1 - FTO (new thread), page-428
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