Jul. 2 at 10:42 PM
$CORT CORT is easily a "MC=
$25B to
$30B" or "SP=
$250 to
$300" company, why?
- Korlym/CS is generating
$900M to
$1B a year with authorized generic taking into account, which pays for all the bills, R&D and clinical trials;
- Lifyorli/PROC (selling for
$150K to
$250K/prescription/year) will reach
$1B peak sales in 2028-2029, which will contribute
$4B to
$5B to MC;
Relacorilant/CS will be approved in 2026 and reach
$2B peak sales in 2028-2029, which will contribute
$8B to
$10B to MC;
- Dazucorilant/ALS P3 trial will be started in Q4/2026, approved in 2027-2028, selling for
$150K to
$250K/prescription/year, and reach
$1B peak sales in 2029-2030, which will contribute
$4B to
$5B to MC;
- Miricorilant/MASH P3 trial will be started in Q3/2027, approved in 2029, and reach
$2B to
$3B peak sales in 2031-2032, which will contribute
$8B to
$15B to MC.
Let's do the match:
- MC low = (4+8+4+8)
$24B, or
$SP low =
$240;
- MC high = (5+10+5+15)
$35B, or SP high =
$350.
Cheers and GLTA!
