eteplirsen COGS = 15-25% at large scale | SRPT Message Board Posts


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Msg  7220 of 14680  at  11/27/2012 4:32:46 PM  by

themicrokid


 In response to msg 7216 by  schmiggins
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Re: eteplirsen COGS = 15-25% at large scale

 Nothing bad in call IMO.
 
Still potential to appeal EU exon 51 patent situation.
 
Confirmed what my model says about US population of about 2,000 for exon 51.  My model says 2,090.  but I am comfortable +/- 10%.
 
If they really hit less than 25% COGS, that really increases profit.
 
I think there may be some disappointment that he is still locked on ex US partner.  Some are speculating and want an immediate buyout.
 
Time line for follow on exons may disappoint some. 
 
My read:
If AA, there could be cash flow from mid scale process and possibly large scale in 2014.
 
Other exons seems might be cash flow late 2015, more likely 2016, based on 2014 IND and trial start.
 
 


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Replies
Msg # Subject Author Recs Date Posted
7222 Re: eteplirsen COGS = $75k/year johnnyBgood1958 5 11/27/2012 5:38:53 PM




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