Post by
MrMugsy on Jun 03, 2022 3:38pm
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.
Comment by
StockingUp21 on Jun 03, 2022 6:54pm
False equivalence is a logical fallacy in which an equivalence is drawn between two subjects based on flawed or false reasoning. This fallacy is categorized as a fallacy of inconsistency. Colloquially, a false equivalence is often called "comparing apples and oranges."
Comment by
MrMugsy on Jun 03, 2022 7:40pm
Let me draw equivalence for you ... stockings = stutters Are you taking the bet or are you too scared ? : )
Comment by
StockingUp21 on Jun 04, 2022 9:12am
again projection. You are proveto have more alias. I am not studders or anyone. it's not right to talk about a reputabl pharma in the same sentence as this one until they are proven. False equivalence.
Comment by
StockingUp21 on Jun 04, 2022 3:30pm
Ok so you want to deflect from your alias and projection thread Does all trails that pass 2a and b go get approved? What about the next trial that failed. This has to be done all over again right be honest
Comment by
MrMugsy on Jun 04, 2022 5:12pm
WHat about the pause? It’s a learning opportunity. I’m not afraid of it - makes us stronger ! Thank your lucky stars we caught it before P3 and now we’re looking at 20 year IP. Im going to leave it at that. This is the wrong place for fear of development hurdles with a drug development company. In or Out ? That’s all you have to worry about!
Comment by
Chianchin on Jun 04, 2022 8:27pm
The overall market that involves hundreds of biotech expert investors togheter are far more astute than failled investor mugsy. ATE at $.68 ceents indicate that the market doe not give ATE a lot of potetnail.Again Mugsy, in which company that you pumped for 8 years have you mde profits. Let me think......0........ let me spell it zero. ATE, GUD, PRN all in the dog house and all time lows
Comment by
themagicbox on Jun 05, 2022 9:19pm
for reference: https://immatics.com/our-pipeline/
Comment by
MrMugsy on Jun 05, 2022 9:57pm
In my opinion ... it's just perception and I think that all changes when people see what we really have here. Just takes time. There is some real science to get through right now - then we'll see what happens.