It had been trending down a bit, I think the old high was 83.1%, went just below 83%. THis am is shows 83.23%, a new high per nasdaq site. Just amazing. I dont put much weight in these small little changes. More data expected over the next two weeks, perhaps some bigger changes.
Price action seems slow. While I would prefer a buildup in price, it mostly seems to me as a gentle shaking of the tree. Emotions and expectations are high, I have some fear. Selling out would relieve this pressure, I've done that before. I am sleeping well. My spouse is sleeping well.
Phase 3 data for elderly RSV could come any time. I expect it could come before earnings so they get a chance to pound their chests a little. Then perhaps further partnership info though I have no feel for that.
http://imgur.com/gallery/SjNdRXI
Friday, July 29, 2016
Thursday, July 21, 2016
Other comps Anacor ANAC
Based upon the data here: http://investor.anacor.com/releasedetail.cfm?ReleaseID=971005
A product with a peak sales of 2B has the company sold for almost 6B, a 3x rule of thumb applied to previously accepted sales figures for RSV of 5B yields future sales price based on market cap of 15B of at least $50.
Current market cap is 2.06B, price is 7.43
Future market cap is 15B, 7.28 times current price..
7.43 x 7.28 = $54.
A product with a peak sales of 2B has the company sold for almost 6B, a 3x rule of thumb applied to previously accepted sales figures for RSV of 5B yields future sales price based on market cap of 15B of at least $50.
Current market cap is 2.06B, price is 7.43
Future market cap is 15B, 7.28 times current price..
7.43 x 7.28 = $54.
Monday, July 18, 2016
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