RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RBC I will quibble with point A.
Very good results + No extended patent + label expansion by the FDA = sizeable gains
The total addressable market for Egrifta would jump immediately and the market uptake would likely be impressive.
A potential generic competitor would be behind the 8 ball and would need plenty of time to roll out a competitor.
During that time, Egrifta might rack up a couple hundred million extra in revenue which would be a big deal for TH.
As an aside, I also am suspicious of the delay in the roll out of F4. The answer provided seems a cop out. Why where these stability studies not completed previously? They’ve had F4 available to study for a while!
bfw
jfm1330 wrote: I know it's annoying to bring that up every time, but almost every time the need for very good results is mentionned.
A- Very good results + No solution to extend patent protection = Marginal but still interesting gains
B- Very good results + A solution to extend patent protection = Potential blockbuster
Two very different worlds. Tanguay likes to talk about game changers. If package B could be achieved, it would certainly have the potential to be a huge game changer. But, as outsiders, with what we know for Isure, we are still far from it. That's why I wanted to know more before raising my level of optimism, and I really need to learn even more to really get excited.
SPCEO1 wrote: I will try to mention the patent issue every time I mention the general NASH market but maybe we can take it fir granted that we all know that is an issue. The fact that Christian even mentioned the general NASH market tells me they likely have some plan to get there. How good a plan it might be is something we likely will have to wait for.