Retas Skyclavs was one of the biggest in 2023 for $7.3bn US by Biogen rare disease drug estimate 5,000 patients in US and $1.5bn sales 2030….. premium was only 60% on their share price at the time.
2591 ‘s potential patients with only current x 4 indications is x 10 (as per presentations) that of Skyclavs with scope for many more potentially…..
Retas deal x 10 is $10-15bn in sales 2030-2033 US only for the potential future of 2591 as a starting point. Likely $30 bn globally…
Fairly attractive asset.
The NDD box seat, page-14
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Last
$19.50 |
Change
0.190(0.98%) |
Mkt cap ! $2.490B | |||
| Open | High | Low | Value | Volume |
| $19.39 | $19.98 | $19.38 | $7.285M | 370.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 11 | 7318 | $19.50 |
Sellers (Offers)
| Price($) | Vol. | No. |
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| $19.52 | 593 | 1 |
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| Last trade - 16.10pm 14/06/2024 (20 minute delay) ? |
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Last
$19.55 |
Change
0.190 ( 0.83 %) |
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| Open | High | Low | Volume | ||
| $19.41 | $19.97 | $19.39 | 83274 | ||
| Last updated 15.59pm 14/06/2024 ? | |||||
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