@CatsgameCapital @BKNJR7 Really depends how IL4R does because it’ll be used for much more than atopic derm, and how well they can prove that out in the pivotal. It’s clearly the highest upside of the 4 drugs, I see the co valued between $1.5-2.5B, if all successful.  Or $35-$55. $MRK will gobble this up.