[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Night Owl Biotech Research Group [@NightOwlBiotech](/creator/twitter/NightOwlBiotech) on x 1151 followers Created: 2025-07-13 15:23:05 UTC If they decide to sell? This is my gripe with these biopharmas & frankly most investors here on X. Rezdiffra is patented through 9/17/2033. All drugs are worth some NPV of their cumulative projected sales thru patent expiration. Whatever Rezdiffra is worth today, it is almost certain Rezdiffra will be worth less XX months from now because the cumulative revenue opportunity thru patent expiration will be that much smaller, and then Rezdiffra will be worth even less another XX months later, and so on and so on. Why in the world do these folks wait to sell? MDGL is forecast to burn $300MM cash this year and of course patents can be extended. FDA approval rates of new drugs are dismal. They are dismal. This is why most clinical-stage bios trade for a fraction more than their cash. It used to be considered wisdom, if not common sense, for these smaller bios to sell once their product is approved. Everyone wins including health care costs in general via consolidation. OK I've ranted enough. XXX engagements  **Related Topics** [drugs](/topic/drugs) [Post Link](https://x.com/NightOwlBiotech/status/1944417303560339817)
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Night Owl Biotech Research Group @NightOwlBiotech on x 1151 followers
Created: 2025-07-13 15:23:05 UTC
If they decide to sell?
This is my gripe with these biopharmas & frankly most investors here on X. Rezdiffra is patented through 9/17/2033. All drugs are worth some NPV of their cumulative projected sales thru patent expiration. Whatever Rezdiffra is worth today, it is almost certain Rezdiffra will be worth less XX months from now because the cumulative revenue opportunity thru patent expiration will be that much smaller, and then Rezdiffra will be worth even less another XX months later, and so on and so on. Why in the world do these folks wait to sell?
MDGL is forecast to burn $300MM cash this year and of course patents can be extended.
FDA approval rates of new drugs are dismal. They are dismal. This is why most clinical-stage bios trade for a fraction more than their cash.
It used to be considered wisdom, if not common sense, for these smaller bios to sell once their product is approved. Everyone wins including health care costs in general via consolidation.
OK I've ranted enough.
XXX engagements
Related Topics drugs