The constant insidious comments by BR were very rarely deleted and were there to try to erode the confidence in AUPH which most of us share. His recent assertion that Wainright's analyst stated that another dilution would be necessary very cleverly failed to mention that Wainright's analyst made that assertion about the need to fund the marketing effort AFTER approval, but NOT the approval itself which is fully funded. A typical example of a bullshit half-truth by BR. There are infinite examples of other half truths, blatant lies, and innuendo with which BR attempts to further his agenda of getting some novice retailers to doubt themselves and this investment. He is a heartless bastard who doesnt give a crap about the people he is hurting, especially the patients who stand to lose the most if their life saving drugs are not approved because investors like us pulled our funds from the companies which need those monies to sustain their operations because of the bs from people like BR. There is a special place in Hell for people like BR who help delay life saving drugs from being approved for people who are suffering terribly. But what goes around comes around and one of these days BR or someone close to him is going to need one of the drugs he has helped to stop or delay from becoming available to the public. That will be poetic justice.
Take a spin on our BO pricing model! The Trading Cyclist Our model is generating a range of $35-63 BO PPS , per the low/high case scenarios below - where only the Voc price is different (25 k vs 50k). My hunch is that this is both conservative and in the ballpark. It's conservative b/c: 1) patient population is consistent with Aurinia's projection; 2) assumes only 35% of population on treatment; 3) assumes 75% discount for European market; 4) pricing is at 50% of range projected by Aurinia; 5) uses target P/S ratio of 3, which is below Biotech industry average of 5.0. Outcome Patient Pool (Same for both Scenarios) Pricing : Price/Sales ratio Here's the Link to the model Low end BO PPS w/30% discount: $35 ($50 no discount) High End BO PPS w/30% discount $63 ($90 no discount) Prev: 26.5 per 100,000 (Based on epidemiological study) Total Patient pool (US, Europe, Japan): 252,333 % of patients on treatment: 50% To
FYI we have over a thousand hits in about 24 hours. Off to a good start!!
ReplyDeleteExcellent news Thankyou for doing this I swear these reports from people should be stopped but highly doubt SEC will ever do it
ReplyDelete