RAC 3.85% $1.63 race oncology ltd

Pillar 1 - FTO (new thread), page-48

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    KEYTRUDA 2020 Worldwide Sales Grew 30% to $14.4 Billion

    https://www.merck.com/news/merck-announces-fourth-quarter-and-full-year-2020-financial-results/

    For comparison:

    KEYTRUDA 2019 Worldwide Sales Grew 55% to $11.1 Billion

    https://www.businesswire.com/news/h...-Quarter-and-Full-Year-2019-Financial-Results

    With Keytruda growth starting to taper off Merck will be very keen to look at RACE - particularly if Bisantrene can help improve efficacy of Keytruda. They will also be battling it out with BMS who have their own PD-1 drug OPDIVO.

    I will update the below when I have more data (and the time to update it). We may see analysts release 2027 forecasts.


    Screen Shot 2021-02-05 at 7.34.11 am.png

    Also - just found this stat from 2018. Opdivo sells for about USD $150K in the US.

    https://endpts.com/bristol-myers-wi...setting-precedent-for-checkpoint-wave-report/
    Last edited by wombat777: 05/02/21
 
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