Aug. 5 at 6:51 PM
$URGN Zusduri sales by quarter post launch v
$DAWN Ojemda. The graphs excludes Jelmyto sales that have averaged
$20-
$22MM per quarter.
DAWN was acquired for an EV of
$2.15B. This is not investment advice. We're genuinely curious if URGN investors believe Zusduri is worth more in a M&A exit than DAWN because Zusduri is outselling Ojemda?
We'll post updated URGN analyst projections v DAWN management projections within the next few weeks.
Again this is not investment advice. Remember URGN is obligated to forward a financier a royalty on product sales that may affect an exit valuation (we have no idea).
$XBI $IBB $NBI
