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Its a 2b market cap, making it about 8-10x sales for Zejula. Zejula is currently indicated for 2nd, 3rd, 4th line+ for recurrence & maintenance.

Future studies for Zejula:
Quadra: solo as 4th+ line treatment (fully enrolled / completed phase 2 trial)
PRIMA: solo as 1st line for maintenance. (fully enrolled / completed phase 3 trial)
OVARIO: 1st line for maintenance in combo with avastin. phase 2, enrolling
TOPACIO: Zejula+keytruda. 1st line for treatment, recurrence, and maintenance. enrolling, phase 2.
AVANOVA: 2nd+ line for treatment combined with avastin for recurrence and maintenance. (fully enrolled / completed phase 2 trial)

Right now, its not really used as curative treatment now except for recurrence, otherwise its for maintenance after 2nd line treatment.

This can, and should, be a billion dollar plus indication. and it completely ignores all their other indications. and all their other drugs (though its really Zejula at this point, their PD1, TIM3, and LAG drugs are not quite deserving of discussion yet).

750m sales, at 8-10x sales is a triple from here. It's just frustratingly slow awaiting these clinical trials when there are so many good stocks out there right now.
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