1min chapter

Yet Another Value Podcast cover image

Caligan Partners' Dave Johnson on MorphoSys' $MOR change from royalty play to traditional biotech

Yet Another Value Podcast

CHAPTER

The Probability of Success for Pelabricid

Pelabricid has a very different risk structure and profile than what you're typically used to evaluating. Most analysts put 50% probability success on their there. They all have a peak sales that's not like crazily off ours, right? I mean, somewhere around a billion. We actually think the odds are higher based on the base rate and the data and everything.

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