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Biotech / Medical : Biotech Valuation
BTK 5,254-0.1%Apr 29 4:00 PM EDT

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To: A.J. Mullen who wrote (49672)2/28/2018 6:57:38 PM
From: Biomaven1 Recommendation

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Lance Bredvold

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>>They lost less last quarter than a year before

That's because they hit the cap on their share of roxa trial expense - AZN picks up all the bills from here on out.

Nothing dramatic in the call at all except timelines on roxa got pushed out maybe a quarter.

In their 10k they disclosed they will only partner pamrevlmab ex-US. That's a significant decision that adds to both risk and reward. It's reasonable because all the initial markets are manageable by them. Upside leverage is considerable - could easily be looking at >$1 billion annual revenues in the US.
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