RE:RE:RE:RE:RE:RE:The company and only the companyWasn’t is mentioned here some time ago that someone in Greenspoon’s research group was also collaborating with Pfizer on a project and that Pfizer was most likely aware of the NASH research, was thinking Pfizer should have some fresh capitol from the Covid vaccine profits that would be needing a home and Thera sure would be an attractive place to park it right now…..SP of $200 sounds exciting but honestly I know it would be leaving a lot on the table, however, an offer of $25 would get my vote, that’s only $2B for the whole company so a SP of $200 doesn’t really sound all that crazy.
Wino, I did take your advice on that older post and moved a large percentage of my 401K into Thera, although I did not hide this from my wife let’s just say the info was not offered up until the SP started to rally a bit ;->
scarlet1967 wrote: I put this person on ignore and now I know why.
The company has a good track record getting drugs approved which is also one of the factors to value a R&D company. If that $300 million is correct that is quite a low cost to develop a drug from the get go to approval also I am not sure that number includes the work the company has done to assist Taimed getting Trogarzo approved in the US and Europe. Let’s assume all of that cost was for development of Tesamorelin, let’s say they paid $300 million to buy Tesamorelin now compare it with what Gilead paid for Immunomedics (their lead drug was Trodelvy, they also had few other early stage programs but so far they haven’t progressed significantly so let’s leave them for now) as per BA to justify the $21 billion acquisition price for Immunomedics, Trodelvy needs to hit around $4 billion to $5 billion in peak sales. So theoretically Tesamorelin has to have peak annual sales of about $65 million, in 2020 Tesamorelin had about little over $35 million annual sales which is short of the $65 million having said that the company has although somehow ambitious a projected sale growth of about %240 by the end of next four years if they manage to get there ($84 million annual sales) that initial investment of $300 million makes absolutely sense. The wild card in the middle of all that is Tesamorelin is going to be a phase 3 NASH drug then that $300 million investment is peanuts in the world of the R&D drug development so don’t throw in the towel on that investment just yet.
As per PDC lines and NASH we are taking about market opportunities at many multiples of Tesamorelin and Trogarzo combined for each of those targeted indications not to mentioned both are unmet and so far no competition.
So there is your proof….
realitycheck4u wrote: A sure fire way to success is to fail, and not give up. Do you not read business stories of sucesssful companies? Geez
houbahop wrote: Your are implying things I did not say and you do not answer the question.
Are you dllusional?
What value did pass R&D $$$ generated for Theratechnologies shareholders?
Can you place an approximate number other than "zero"?
What makes you think their present R&D investments will give different results?
Simple question, and the answer will enlight you.