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Clovis: valuation assumes front line is a given
October 21st, 2015.
By Juan Pedro Rodriguez Serrate
Most of the value of Clovis (NASDAQ: CLVS) lies on its lung cancer drug rociletinib. Its valuation currently assumes it’ll be approved in the first-line setting and will garner almost half of the overall market.
Seeing more upside in Medivation
Medivation (NASDAQ: MDVN) is a biopharmaceutical company whose fundamental value is tied to Xtandi® (enzalutamide), a chemical molecule marketed for the treatment of metastatic castration-resistant prostate cancer (mCRPC). The drug is marketed in partnership with Astellas under a 2009 deal that includes a 50% share of sales in the US, tiered royalties from the low teens to the low twenties in ex-US sales plus milestone payments upon achievement of regulatory and commercial goals. The financial terms of the deal can be found here (link).
How much are Amicus Therapeutics’ shares worth?
August 22, 2014
Amicus Therapeutics (NASDAQ: FOLD) reported this week positive data from study 012 of its chaperone small molecule migalastat (Amigal) in patients with Fabry disease. Fabry is a rare disease that affects about 1 person in 117,000 people or about 5,000 patients evenly distributed between Europe and the United States. The hallmark of the disease is the accumulation of the substrate globotriaosylceramide (Gb3) in the kidneys. For more information on Fabry, visit this link.
Valuation report: Aegerion (AEGR)
July 4, 2014.
I’ll start the first valuation report of Iber Biotech with Aegerion (NASDAQ: AEGR). The company markets Juxtapid, a drug intended for the treatment of homozygous familial hypercholesterolemia (HoFH), an ultra-rare disease that produces extremely high blood cholesterol levels leading to a very high risk of heart attack and/or stroke.
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