10 ordspråk av Matthew Geller
Matthew Geller
(The wet AMD market) is already pretty big. There are treatments, but this looks like a positive step,
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(The wet AMD market) is already pretty big. There are treatments, but this looks like a positive step.
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If you're going to develop an orphan drug, you're going to have to charge a substantial price for the drug in order to make it worthwhile.
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It could be huge, ... potentially a multi-billion dollar drug.
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My first take on it was that I was concerned about dilution to Amgen,
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My first take on it was that I was concerned about dilution to Amgen.
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The new data adds $100 million to $150 million on top of that projection [that sales would double] because even though there's less efficacy, it's less toxic to heart patients,
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This is reminiscent of a period about five years ago when (National Basketball Association star) Magic Johnson got AIDS and any company with anything to do with AIDS research went up, ... Those companies that didn't have anything legitimate later collapsed.
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This is reminiscent of a period about five years ago when (National Basketball Association star) Magic Johnson got AIDS and any company with anything to do with AIDS research went up. Those companies that didn't have anything legitimate later collapsed.
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We think it's a great stock, ... But we can't say that the stock is cheap, trading at over 80 times earnings. We get a little bit of acrophobia.
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