RE: Get your calculators ready!18 Jan 2026 09:04
Partial translation...
Believe it or not!
Look at the following projections and make up your own mind.
Several sources estimate the market for autoimmune diseases at
100 billion dollars per year.
Over 20 years, the duration of the patent
, that is 100×20 =2000 billion. To recall, the cash machine Humira from AbBie generated 200 billion
( https://strategiesante.com/la-fin-dun-blockbuster-aux-usa-humira/ ) from 2003 to 2022, gradually replaced by slightly less expensive biosimilars.
Taking into account the annual inflation, estimated at between 1,5 and 2 %, we can estimate the growth at about 500 billion, i.e. 2500 billion over 20 years.
If a large pharmaceutical company markets solutions for the 50 autoimmune diseases and gets 10 % of this market, that is 250 billion
The question is: what price is a large pharmaceutical company prepared to pay for this contract?
I bet, taking into account the uncertainties, on 5 % of the 250 billion, i.e.
250 x 0,05 = 12,5 billion.
That is 12,5/500 million (number of shares)
= 25 £.
Even if it takes one, two or three months, it doesn’t matter!
All your criticisms are welcome, but please refrain from malicious or aggressive comments. Call me a fool, I don’t care at all.
Conclusion: whatever you think, don’t sell your shares, because those who spend their time denigrating IMM are suspicious.
For information, shareholder to the tune of 70