RE:RE:RE:RE:RE:Skinmedica Dark spot remover turnover to 2.
yes, please give us allergan and abbvie forecasts!
my figures are based on my feelings. then the behaviour of sirona and prc would make sense. I am pretty sure that I am much closer to the truth than Sirona (estimate of 1b in 2016) or prc, who have predicted 10-20m upfront and annual royalties of 8-32m USD in the now de-published article from february 2022.
to 3.
the conditional tense won't save anyones a.ss.
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what happened to tfc 1394 by the way?
on 4. january 2022 it was stated:
"TFC-1394
Individual countries have regulatory requirements which can differ from the rest of the world. The full library of compounds (which includes TFC-1067 as well as TFC-1394) will provide a path to navigate various regions and offer partnerships beyond just the initial compound.
In the event that the licensee of TFC-1067 wishes to also license the whole library, the value of the transaction will reflect this."
biorun wrote: A couple thoughts:
1. the raise would not come until when they need it, at earliest if no deal is yet signed somewhere in q1 2023.
2. your allergan numbers - not sure where you are getting you data but they don't correspond with a dollar amount which would make them whole. Allergan and Abbvie forecasts would be the reference point which the deal was premised and the company statements.
3. If they sign another deal before then, then no dilution if the upfront is more than $2-3M, unless they raise for some other strategic advantage. They use the word "could" - always watch their words and understand when they use the conditional tense. This we have to get better at as for good or bad, conditional words (along with risk disclosure) have been their way to save themselves if it doesn't work out as intended.