RE: Repeating a post . . .21 May 2018 10:18
any research can through up the market potential, in this instance Scancell don't really have to highlight it, after all we are about to run 2 trials with PD1 products, So presentations are trying to target new investors, what i am trying to point out, why would existing investors want to sell (again i post exclude personal reasons and traders) . I also tried to play the risk analysis of why folks hold other stocks, in fairness only Ivy came back on that one, and seemed to be influenced by his friend in his role rather than fundamentals of MTFB because the market potential of scancell is off the charts in comparison again i point to some of the words i have use "Aim capital Gain Shares"
PD1 has been approved now in a couple of indications ... with the main market leaders racking in $5 billion per year
so to see the market as a whole which moditope encompasses ... $75 billion .. is a mind blowing number considering our market cap
Immunobody play to PD1 .. so its so easy to value "synergy"
so why is the Mcap �55m and why would any one consider selling .......
For Merck the adjuvant indication could help Keytruda close the gap with Opdivo, which remains the biggest-selling PD-1 inhibitor despite a setback in the big first-line non-small cell lung cancer indication. Both drugs are approved for multiple indications, but Opdivo is still out-selling Keytruda, with the two drugs making sales of $3.6bn and $2.5bn respectively in the first nine months of 2017.