$LLY
BEARISH2022-02-10By horizon✗ miss+7.1%
1d
✗ +1.6%
5d
✗ +4.0%
21d
✗ +7.1%
Original post
Andy Biotech · 2022-02-10
The reality is sintilimab won't be able to disrupt PD1 mkt even if approved, and $LLY knows it. 40% lower WAC alone not enough to address the elephants in US oncology practices - the sick "rebate wall" in buy-and-bill model - ASP based reimbursement that incentivize higher price https://t.co/kcLEbjTF74
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