GREY:ATBPF - Post by User
Post by
MrMugsyon Jun 03, 2022 3:38pm
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Post# 34730598
Bristol ...
Bristol ...BMS is in a tough spot - as with a few other Big Pharmas and their patent cliff situation out to 2030.
There will be lots of desire to acquire or partner with good companies over the next few years.
For example ... if we just look at BMS, they have three drugs coming off patent
Revlimid (2026), Eliquis (2029) - partnered with Pfizer ... and ... Opdivo (2028).
Revenues totaling $28.3B/year (including Pfizer's portion of Eliquis).
We seem to be on the right side of needed acquisitions to shore up revenue losses from patent expirations and if we prove ourselves ... there will be gold at the end of the rainbow.
That's why a successful acute run is important - why a chronic solution (during P2 Acute) is important and 352/IBD can also help set the stage for the big dance.
If anyone thinks we've lost value by not going to P3 with a 7 year chronic drug ... let's see what you think when they pull 20 year protections in various respects. That's my sprots bet.