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Re: Price target in 2021You left out any possible revenue contribution from Fitusiran. Your estimate of $700m for SG&A and R&D is also very conservative. Their non-gap R&D expenses were $126m and SG&A expenses were $74m - total of around $200m - during Q2 2018. So their R&D and SG&A expenses are already running at $800m on annual basis. That is far above your estimate of $700m three years from now. Overall your projection look good to me but conservative on both revenue and expenditure side. |
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