$ALLR A Notice of Allowance is a formal message from the patent office saying: your patent application has been reviewed and is approved for issuance, assuming the applicant completes the final required steps, usually paying the issue fee and filing any final paperwork.
Beware the pump. $ALLR is promising, but CRC is still early. Preclinical data isnโt proven patient benefit. Be bullish if you want; just donโt confuse hype with facts.
@Moneymanrupert No need to lead with insults. Yes it is undervalued but 5b or 10b right now? Iโve seen some bombastic numbers and others claiming outrageous claims about shorts (same as we saw with AMC). Itโs too early for that.
@Ceazar_Black Are your revenue numbers based on gross list price or realistic net sales after rebates, discontinuations, and real-world attrition?
And why apply a 3โ5x peak sales acquisition multiple to a preclinical CRC program as if itโs already a de-risked commercial asset?
@Ceazar_Black Isnโt citing two long-duration ovarian patients a weak basis for assuming CRC responders will have similar average duration, given theyโre different tumors and different treatment settings?
@Ceazar_Black Why are you using 18โ30 months average time on drug in CRC when approved refractory mCRC drugs typically show treatment durations measured in months, not years?
@Ceazar_Black How are you getting from ~159,000 total new U.S. CRC cases to 25,000โ50,000 new treated later-line patients per year for ALLR, when stenoparibโs CRC data are still preclinical and not even human efficacy data yet?