DeadInvestor
Sep 23, 4:24 PM
$TVTX I don’t reconcile the behavior in trading, after FSGS patent extension to 2037. An additional 5 years (from 2032 to 2037), at a peak FSGS revenue of say
$700 million, is an additional
$3.5 billion of revenue stream for TVTX. That should be reflected in a
$8 to
$12 gap upwards in price today. it would certainly contribute to an increased acquisition price of TVTX. Perhaps for
$SNY I expect
$95 to
$105 buyout in H1 next year. Exactly inline with Sanofi criteria recently laid out by CEO.
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