Mar. 8 at 5:01 PM
$SLS Perceived value of Keytruda during discovery and on Phase 3 trial is minimal, same as GPS. Considering we are almost
$1B MC- the leak and accumulation is real. Binary events MC especially 1st drug around
$200-500 M
Markets value certainty, not potential.
• Before data → skepticism- except absence of data is the data-
• After data → exponential revaluation-
$10 B is the floor, intense bidding war can drive it to
$40-50 B
1st- Multivalent peptide vaccine.
1st- WT-1 validated target can be use in 25 plus cancer indications
1st- CR2 AML maintenance, if >30 months remission, can be considered a cure, can be applied to CR1, post transplant and pediatrics/ adolescent
SLS 009- CDK 9 inhibitor- already by itself worth
$4 B- look at
$TERN
