RE:RE:RE:Echelon research report with $12 price target....enjoy!SPCEO1 wrote: The analyst has a bit of an obsession with this study but since the drug will be coming off patent relatively soon after Egrifta could get approved for such an indication, TH will never pursue that. So, you can just ignore the entire section of his report about that aspect of Egrifta as it is unrealistic to assume any meaningful revenues will ever flow to TH from that indication.
There are other parts of the report that contain errors as well. So, be careful in assuming everything in this report is accurate. There are also some very interesting points he brings to light too. So, it is not all inaccurate and you should read it. I would love to hear others perspectives on it.
Actually, this could potentially be a huge non-HIV indication. Fatty liver disease is a major health issue in NA.
Thera could apply for a separate patent for this indication. Generally, one would need to have a different dose or format of administration. They could also ask for a marketing exclusivity period.
Suffice to say that we don't need to pay attention to this but positive results and proper handling with the FDA could be a game changer down the line.
bfw