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@bavariaron "@CCP_SPY @Doctor_Salomon @AndyBradley93 @bioinvestor24 Same here. Im not in the buyout lane. The Obesity market magnitude alone is massive. Tack on label extensions to other indications the drugs that work will be cash engines for years after approval"
X Link @bavariaron 2025-10-14T12:26Z XX followers, XX engagements

"@Doctor_Salomon @AndyBradley93 @CCP_SPY @bioinvestor24 Yep granted Seagen earned $1.77B the year acquired with X year runway to reach $10B peak sales (ADC TAM $27B by 2033)"
X Link @bavariaron 2025-10-14T12:20Z XX followers, XXX engagements

"@Doctor_Salomon @AndyBradley93 @CCP_SPY @bioinvestor24 $25B: Morgan Stanley 2024 Bull case is $200+ a share on XX% probability of success. My crude DCF in 2023: $20B Today: $25B+ is my guess based on BL multiple $10B annual opportunity statements. Note: PFE paid $43B to SeaGen based on $10B projected peak sales"
X Link @bavariaron 2025-10-14T12:00Z XX followers, XXX engagements