|
|
|
|
||
ALNY get 4.05 out of 5 starsI have been following and doing research into ALNY for a while now. I like the RNAi technology and I do not believe it will be obsoleted by Gene editing as many think it will be. I do think the company is extremely expensive at over $12 billion market cap for no commercial product yet. Sharing my research. 1. Management: 4.66 stars - Clinical Development: 5 stars (Two Breakthrough Therapy drugs) - Manufacturing: N/A (PDUFA Aug 11, 2018) - Financial Management: 4 stars (Still not profitable) - Commercial Sales: N/A (PDUFA Aug 11, 2018) - Good Communications: 5 stars 2. Science: 5 stars They have two breakthrough therapy drugs. They have a science platform that can target proteins and silence them. 3. Potential: 3 stars (+100% over 7 years = 14.28% annual) Patisiran in hATTR = $1.5 billion PDUFA date August 11, 2018 Givosiran in Acute Hepatic Porphyrias = $350 million Fitusiran in Hemophilia = $200 million @ 20% royalty Inclisiran in Hypercholesterolemia = $200 milllion @ 20% royalty ALN-TTRsc02 in hATTR = replaces Patisiran Cemdisiran in C5 inhibitor = $1 billion Lumasiran in Hyperoxaluria Type 1 = ? Total Peak Sales = $3.25 billion * 8 P/S = $26 billion Market Cap peak 4. Financials: 4 stars (Still not profitable) Cash = $1.7 billion Burn rate = $800 million 2 years of cash 5. Risks: 3.6 stars -Diversified Pipeline: 5 stars (7 drugs in pipeline) -Stage of Development: 4 stars (PDUFA August 11, 2018) -Commercial: N/A (Not commercial yet) -Secondaries: 4 stars (2 years of cash) -Clinical Failures: 5 stars (No failures yet) Total Ranking: 4.052 stars |
return to message board, top of board |
Msg # | Subject | Author | Recs | Date Posted |
33973 | Re: ALNY get 4.05 out of 5 stars | daphneway | 0 | 2/14/2018 2:31:55 PM |