RAC 4.68% $1.79 race oncology ltd

RAC - Charts & Price Action, page-21457

  1. 1,233 Posts.
    lightbulb Created with Sketch. 2459
    I don’t think you understand, I said if RAC applied for fast track approval. Not big pharma.

    Any company could be generating sales within 3 months on FDA approval.

    relvrio had a full Quarter sales under its belt within 6 months of being approved off P2 results. Sept 22 and in thr market by Jan.
    https://www.biopharmadive.com/news/amylyx-als-drug-sales-fourth-quarter-relyvrio/644909/

    You still need to generate a P3, which on strong P2 readouts or fast track approval I would imagine is where BP would seek to take control. They would be wanting to get to market as fast as possible to make full use of patent life, hence why I’m not sure how you get to 2034 royalties.

    I like being realistic but 2034 doesn’t make sense.

    Transaction around 2028 could sound realistic all though clinical history and first in class with a TAM this size, means BP can move much sooner than a single indication me too drug that needs larger population trials to give confidence.
 
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