RE:RE:RE:Silver liningSPCEO1 - (6/17/2019 1:22:06 PM) RE:RE:Silver lining I just thought it is worth reiterating that TH this morning told us, if ever so imperfectly, that they have a new business franchise in HIV NASH that very likely is worth hundreds of millions of dollars. Somehow, that seems to have been missed by Mr. Market, that ever-irrational beast. Now, I know TH's presentation style makes investors work a little to suss that out, but it really is pretty easy to calculate. As you noted below Wino115, the market size numbers they presented today were mostly much higher than what I ahd been assuming. We need to work out the F0 versus F1-F3 thing, however, as I am sensing it may be only the F1-F3 patients that matter to the FDA. IF they are the only ones that the FDA actually care about, then we may be looking at 100,0000 possible patients with HIV NASH that the FDA is will to approve a drug to treat them. EVen so, I still suspect they could get 4-6,000 of those on treatment and that translates into a lot of revenues and earnings when you own the HIV NASH market and can charge a price of $60,000 or so by the time Egrifta is commercialized for HIV NASH.
No matter how bad some think TH did in presenting their case today, the reaction to what is clearly a new franchise for them, which is likely now their biggest franchise of all, is off the charts ridiculous. The stock should be up 50%.
Like i said before , you are the optimist and the Promotor of our company !!!
50% higher, a bit like CTRV........But i agree the market is missing the real value (i think) so i added to my position!!
And you know mister SPCEO, whenever "the dubble" comes, you can/may visit "the city of Ghent" in my country!!!
Thx for clarifying and glty