RE:RE:RE:RE:One DayMUGMODs wrote: At $2.09 USD we're talking about a $1.2 Billion dollar CAD valuation.
I'm assuming a DCF analysis with conservative numbers will get you there.
I think the Business Cases are going to play right into this nicesly ... As per Dan's comment (we will like what we see).
That's why it is critical to get the next two drugs moving - start giving potential partners even more to get excited about. 352 with a "fast-track" adds very nicely to a DCF - In my opinion.
Thoughts ?
I agree with you Mugmods on the DCF studies (expected net present value) as per my previous post. However, I think the impact of this on share price will be transient. The real impetus for a higher, sustainable share price (in my opinion) will be developments vis-a-vis the endgame, that is, M&A, purchase, partnering, whatever. I am really, really hoping for some good news prior to year-end.
Regarding the alternative drugs in the pipeline, perhaps Antibe should focus instead on the "inflamation" related issue described in the link, for which H2S seems promising. I understand that the researchers would like to conduct human trials utilizing the same clinical procedure used in the past trial (that is: "To test the effect of hydrogen sulfide, the team cut off thin strips of the penis tissue and added a chemical that turns into the gas"),but are having problems finding volunteers. Just joking. LOL.
https://www.sciencemag.org/news/2009/03/rotten-egg-gas-new-viagra