Following Roche’s recent success in haemophilia, we are cutting our estimates further. Although Roche’s success (both in terms of approval as well as commercial success) is not guaranteed, our conservative stance aims at gauging the valuation side in case of high pressure, even in the non-inhibitor space. We have also revised down our estimates for the hereditary angioedema drug Cinryze, which dominates the market currently but witnessed severe supply shortages during the quarter.
06 Dec 2017
Taking a bearish view after Roche's success in haemophilia
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Taking a bearish view after Roche's success in haemophilia
Shires Income PLC GBP (SHRS:LON) | 228 2.3 0.4% | Mkt Cap: 94.1m
- Published:
06 Dec 2017 -
Author:
Kamla Singh -
Pages:
3
Following Roche’s recent success in haemophilia, we are cutting our estimates further. Although Roche’s success (both in terms of approval as well as commercial success) is not guaranteed, our conservative stance aims at gauging the valuation side in case of high pressure, even in the non-inhibitor space. We have also revised down our estimates for the hereditary angioedema drug Cinryze, which dominates the market currently but witnessed severe supply shortages during the quarter.