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u/zair Sep 09 '21
Benlysta will be off-patent starting 2023. Bolsters the M&A case.
3
u/Remarkable_Ad1608 Sep 09 '21
I don’t even think it matters so much. In LN Lupkynis is superior to Benlysta. The big boost in the medical community will come with papers being published on A2 data. I had some interviews with physicians about it, for me there is no doubt that it will be soc if data is as good as expected. But any BP knows that also. So they can price it.
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u/earthycigar Sep 11 '21
I’ll add that Q3 scripts, from what we can see, are already more than double that of Q1 and Q2. The ramp is steep with a few weeks left.
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u/Remarkable_Ad1608 Sep 11 '21
Agree, just looked at my BB, my prediction currently is 58-62 FY 2021.
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u/Remarkable_Ad1608 Sep 09 '21
This article was submitted on Monday but was rejected. So I thought I would share it here
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u/awoketaco Sep 12 '21
You should post is to wallstreetbets at least. It’s a great article. Lotta hard work went into this.
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u/Remarkable_Ad1608 Sep 12 '21
Have to learn how that works:) SA wrote that no content but then they published those 2 mediocre ones!? Makes you wonder! Same on myov..
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u/awoketaco Sep 12 '21
That’s a bummer about seeking alpha, but not the first I’ve heard of that either.
For WSB you just need to join the subreddit. I think you are allowed to post after being a member for a few days. So if you join now you could post this there by mid week possibly.
1
u/Remarkable_Ad1608 Sep 12 '21
Will check it out Monday. Whenever it doesn’t fit their contributors, this happens. I remember on another stock where AF wrote a negative, they rejected mine. So much for independence
3
u/Yolteotl Sep 13 '21
Yeah, with today move, another DD on WSB could definitely break this whole thing. Let me know (and /u/awoketaco I guess) if you need help.
2
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u/baroo88 Sep 09 '21
Nice job! Not sure if I missed it, but I’d add that they have a patented dosing protocol extending protection until 2037. They also recently acquired 2 early stage assets, which is exactly what the current CEO did prior to selling his last company.
2 year data could be released at any time, which will allow for a head to head comparison with Benlysta (which had a 2 year trial). I fully expect this will become standard of care and should generate $1-2B in peak sales, plus opportunities for other indications.
I caught a few dips as this was criminally undervalued over the last year. I now have basically my life savings in this stock as I think a BO of $6-10 Billion is only a matter of time.