ron banged schreef:
[quote=Sir Piet]
[quote=ron banged]
[quote=Sir Piet]
[quote=babylon]
Brus stond uitgebreid stil bij de deal met J&J. Nu werd eindelijk duidelijk gezegd, dat de gehele deal meer dan € 1.000.000.000 aan revenuen kan opleveren, voordat de producten uiteindelijk gelanceerd gaan worden. Twee targets zijn geïdentificeerd, drie worden de komende tijd nog toegevoegd aan de pipeline.
De 1 miljard is zoals ik de presentatie heb begrepen de verwachte inkomsten uit het ontwikkelingsprogramma voor Flumab inclusief het aandelenbelang, maar exclusief 5 nog niet nader bekend zijnde programma's.
Hebben jullie dat ook zo begrepen?
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Had ook twijfel maar zo heb ik het exact begrepen, maar wel over de 5 targets waaronder flumabs incl aandelenbelang maar voor markt introductie.
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I went back and listened again to the CC again, and he does say that upfront and milestones for all programs( I assume if taken to market) of over a billion euro.
I am still skeptical that is what he meant.
He has a tendency of stating numbers that have no defined time limit. In other words, he could state the return on Inflexal is over a billion euro. Well, at 30 million a year over 33 years it would be a "billion euro drug". I point to his repeated claim that Quinvaxem is now a 800 million dollar drug...well yes, if you count from 2006 through 2012. Most blockbuster are defined by yearly sales, not over a decade.
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Read the press release.
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I did read the press release and all it says is a "potential deal value of over 1 billion euro". The CC was more precise than the PR. "potential deal value of over 1 billion euro" is vague enough, and especially with Brus' penchant for misleading it is rendered utterly meaningless. The Sanofi Flu-cell deal had a "potential deal value of over 1 billion euro", with milestones, royalties and ability to sell into Japan...it had a "potential deal value of over 1 billion euro" over a 5 year span after Flucell hit the market.
One thing that would be nice, is if they would say whether Crucell gets milestones for getting to phase IIb, the part covered by NIH. How are the milestones for the other program covered? Based on potential market value?
T