Rising rates negatively impact valuation through higher discount rates applied to distant future cash flows (zanidatamab revenue potentially…
Watch on earnings: Zanidatamab Phase 3 HERIZON-BTC-01 enrollment completion and interim analysis timing, FDA interactions and regulatory pathway clarity for accelerated approval in biliary tract cancer, Quarterly cash burn rate and updated guidance on runway to key clinical milestones.
One Sentence Summary:
The bull case is simple: analysts see revenue climbing from $296M to $346M as zanidatamab clinical trial readouts (phase 3 herizon-btc-01 in biliary tract cancer.
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