Aug. 19 at 1:20 AM
$ABCL
Part II)
Which one do you choose? I think the choice is pretty obvious.
My guess is that AbCellera is going to design the Phase 3 trial for ABCL635 to show exactly the above. We will show superiority in efficacy, sleep, safety, convenience, and perception that the drug is working.
The current drugs (Veozah and Lynkuet) are doing about
$400M a year and growing ~50% a year. If they maintain same growth rate, they will be doing about
$3B in revenue in 2030. This is around the time we could be approved. This means we'll be going into a market doing
$3B in sales that we can dominate in.
Oh, and this is just one of the drugs this company has. There are other drugs coming soon...
So f-ing bullish.
