SJURVM schreef op 1 januari 2016 11:48:
My target for 2016:
€100
That was Morgan Staney bullish case from November before the Gilead deal
Filgotinib and CF assets are still the major driver, but we assume greater share in RA. We assume:
1) ~$1B in 2030E from royalties from partner on sales of filgotinib in RA;
2) filgotinib milestones from partner of ~$1B;
3) CF program royalties from partner of ~$700M in 2030E;
4) Crohn's program royalties from partner of ~$200M in 2030E
5) CF program development/commercial milestones of $350M.