Post by
Napcoo on Mar 03, 2024 5:23pm
Cash 8 mln on Dec 31, 2023
Expenses per quarter 12 mln, with some credit facility to use, sales peaked, Treo will be the last momentum, a raise is possible, 1.82 is still a good price to raise
Comment by
Napcoo on Mar 13, 2024 6:29pm
$1.68 now, it is even worse to raise at lower price, why?
Comment by
Napcoo on Mar 24, 2024 3:51pm
Hemophilia b market, replacement therapy like ixinity, will be replaced by others gradually and eventually https://www.delveinsight.com/blog/hemophilia-b-market
Comment by
Napcoo on Mar 24, 2024 4:21pm
40 to $100 mln deal does not look great today https://hemophilianewstoday.com/news/in-potential-100m-deal-medexus-acquires-global-rights-to-ixinity-hemophilia-b-therapy/
Comment by
Napcoo on Mar 24, 2024 4:38pm
Medexus reverse took over pediapharm, and buy medac pharm for $50 Mon USD in 2018 with rasuvo, a good deal https://mergr.com/medexus-pharmaceuticals-acquires-medac-pharma
Comment by
Napcoo on Mar 24, 2024 4:47pm
Another $100 mln treosulfan deal, $5 mln upfront, $55 mln milestone payment, $40 mln sales milestone payment. Great deal then, not sure it is worth it today https://www.medexus.com/en_US/investors/news-events/press-releases/detail/64/medexus-pharmaceuticals-and-medac-gmbh-enter-into-a-license
Comment by
Napcoo on Mar 24, 2024 5:07pm
Busulfan is generalized, similar to treosulfan, and FDA approved the generalized busulfan in USA, the peak busulfan yearly revenue was $120 mln in USA in 2016, if Treo was approved, it had to complete with generic busulfan, and not sure if there were other alternatives, the $100 mln Treo sales is not guaranteed, will search for competition