May. 13 at 10:52 AM
$BCRX $TGTX $KNSA $AUPH $SWTX I think you are looking at the wrong end of the chart. You should be paying the most attention to the vertical date lines, and compare where each was at a certain point in time from the date of launch. That shows a much different story.
With these companies, I think the 5 quarter line is a fair comparison. Note that at five quarters, nobody was over
$50MM, four were right at
$50MM, and one was at
$50, but at only 4 quarters.
Move out to 10 quarters and we see four companies, and three of those four were the three worst at the 5 quarter mark.
My take on the results? It will take two to three years reach a full potential growth. This is why that one to three year period is the time for BP to jump in and take over.
