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

Yet Another Value Podcast

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The Risk-Adjusted Value of Pelagorasa

The risk-adjusted value of Pelagorasa is about $45 per share. The way that we got there was, in pricing is for these drugs, it's all in the multiple teams of thousands of dollars per month. We said, hey, what if they only get half the patients that they're newly diagnosed in? What if we only get the same duration of responses they get with rectilitinum? Usually, your discontinuation rate with jackifies about 30% in the first year and then it falls off,. 20% in the second year, and then it kind of falls off a cliff after that.

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