RE:RE:RE:Here come the wheedling, threatening and cajoling posts...Legit62 wrote: Totally agree, i keep buying at these discount prices, staying long, because when the vaccine and BTD come to fruition, we are going to rock, i still believe all long term holders are hanging tight, not selling, but those cheap shares are evaporating fast, also still believe we will partner up way before then, IMO
For $2 alone.. it's BTD with NMIBC
Our small molecule in trial is TLD-1433
Not Ruthenium for GBM and NSCLC years away once Phase 1 starts (whenever that is) probably 2023-2024 so lol ok
Not Osmium (if it's still a thing)
the Bladder Cap is 1.1b opportunity maybe 2b
So for TLD-1433 licenced out for Bladder indication is worth alone maybe 20% of that .. 300-500m bucks..
$1.25-$2.50
That's where the real negotiations start aka Novartis and Endocyte....
Endocyte Novartis The exact same article should be written for Theralase
Novartis has struck a $2.1 billion (€1.8 billion) deal to acquire Endocyte (Theralase). The deal caps off a whirlwind year for Endocyte (Theralase)., which licensed the cancer drug that caught Novartis’ eye for $12 million just 12 months ago.
Endocyte (Theralase).was in the doldrums when it pinned its hopes of recovery from previous clinical setbacks on (PDT )radioligand therapeutic 177Lu-PSMA-617 (TLD-1433). The radioconjugated PSMA antagonist had just shown promise in an open-label, single-arm (Bladder) prostate cancer trial, but its owner, ABX, was willing to let it go for $12 million upfront. That has proven to be a remarkably good deal.
Novartis, fresh from paying $3.9 billion for Advanced Accelerator Applications, identified (Theralase) Endocyte and (TLD-1433) 177Lu-PSMA-617 as the next pieces of its push into the (Photodynamic Compound/Therapy) radioligand therapeutic market. And, with Endocyte’s stock having risen over the past year, it is set to pay $2.1 billion to get the deal done.
The takeover values Endocyte at $24 a share. At the company’s lowest ebb in the weeks before the ABX deal, Endocyte’s stock traded for as little as $1.17 a share. The ABX deal turned Endocyte from a flailing biotech into a rising company with a leading clinical-phase radioligand therapeutic, triggering a jump in its stock price that continued as it posted more phase 2 data and moved into phase 3.
Endocyte looked set to spend the next year or so working toward phase 3 data before Novartis stepped in. If the deal closes as expected, Novartis will have spent $6 billion on two radioligand therapeutic companies in about 12 months, and emerged from the spree with two of the leading prospects in the field.
Targeted (Photodynamic Therapy) radiotherapy has been around for decades without ever causing as much excitement as other classes of cancer drugs. Novartis clearly thinks the field has evolved, though. Notably, the drugs covered by its $6 billion spree use small molecules, not antibodies, to zero in on tumor cells. The use of small molecules could mean Novartis avoids the complications associated with antibody-based radiotherapeutics.
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So the Question is does Novartis, or another Pharma think the Photodynamic field is EVOLVED.
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That is why Dr.Vera showed up IMO
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Any deal would be for TLD-1433 only........ not Ruthenium..... unless they make the deal real sweet.......