Oct. 25 at 12:28 AM
@FlowerInTheCellar @MrCompassion I also like that RA has sold 4 companies to
$ABBV in last 12 months. It’s sooooo clear that Peter has a direct line to CEO of Abbie.
Now that both
$AMGN $BIIB have their own C5aR inhibitors —-How can
$RHHBY and
$ABBV wander around naked & unable to battle inflammation without a black box?
AAV, ARDS, Alzheimer’s, Dementia, Renal, Cancers (lung, thyroid, pancreatic), Dermatological, cardiac—-PG, HS, CSU- any 1 is
$1B+
After biogen dropped up to
$1B+ today for the c5ra axis, I officially drank the cool aid and align with Mr Compassions thesis.
Why invest up to
$1B for a drug thats years behind INF904?
B/c it’s prolly worth
$10B long term revenue.
B/c INF904 is prolly worth
$3B-5b today. Yes. Today.
Won’t be surprised to see weekend news stories and open at
$2-
$3- still 1/4 of what Biogen committed to.
We’re just getting started in this ….all time high
$50