Aug. 18 at 4:22 PM
$DERM Emrosi can get 50M revenue in 2027. At 50,000 prescriptions and
$250 ASP, thats 12.5M quarterly sales. We are at
$220 ASP and potentially 45k prescriptions for Q3. Thats still 600M total revenue before 2039 patents expiration.
Now consider ex US. Could be 100M revenue/yr for the different countries. And if double digit royalties, and milestones, thats some great cash.
But what if a big pharma company with global presence could buy us out instead, so they can get Europe and US rights and maybe Asia. 100M revenue at least 1.2 billion total until 2039, just in Emrosi. And that is assuming prescriptions flatten out at
$250 ASP and 50,000 prescriptions.
A big pharma company would get another 50M a year FREE from non Emrosi businsss, for the next 5 years before patents expire.
That’s ~1.5B revenue until 2039.
It’s possible management is trying to negotiate a complete BO but needs to get the insurance up first for Emrosi.
A BO likely coming in 2027/2028. 500M is peanuts.
