Aug. 4 at 1:19 PM
$FBIO $FBIOP $CKPT I have previously written on Substack that Sun Pharma would invest
$100M in the launch of UNLOXCYT and Leqselvi. Since Leqselvi was already launch in this context/time of that news and that it belongs to Sun's established dermatology business segment, I conclude that a majority of the
$100M will go to the UNLOXCYT launch. During CC last week, Sun's management also confirmed that
$100M was only in the first stage.
Another reason why I believe that Sun Pharma has good conditions for a launch, besides the label news that I released last week, is Suns existing drug ODOMZO where they already have an established sales team not only in Oncology but also a variant of skin cancer. I looked today at 4 previous job advertisements for Sun in the US (Orange Co, Riverside, Fort Lauderdale, Richmond) and all of them include commercialization of only ODOMZO and UNLOXCYT. I think this confirms that the already established ODOMZO sales team will also include UNLOXCYT.
