Feb. 22 at 9:44 AM
$LXRX How to fill the gap of
$4B?
1) Royalty streams from Viatris' Inpefa sales - Since we're talking about a gap in the
$B's, the royalties need to amount to 00s of
$MM's to be meaningful. It may take years before Viatris start selling in China, India, Japan ... before we see this kind of #'s.
2) Time - It takes 1 to 3 years for all 3 assets to be clinically tested. Once tested positive, the gap can be filled by
$2B one by one.
3) Extra indications for Pilavapadin (LX9212) - It is widely discussed with some supporting animal data that LX9212 is a non-opioid pain killer on human beyond DPNP. If proven, it's peak sales may reach multiple
$B's and it's BO value should be multiplied as well.
4) Additional drug candidates form the gene-knockout animal trials - This will take even longer to realize, but collectively, they should be worth in the 00s of
$M's to a
$B.
No matter how you cut it, it takes up to 2 to 3 years before a happy ending for RD then trickles down to us retails.
