RE:RE:RE:RE:What price could Theralase fetch ?reconsider wrote: Look at IBRX chart. BTD received in December '19.
Went from $1.5 to $7 in 1 month. $13 in July '20. $30 in Feb '21. BTD and COVID stonking days completely changed the chart tendency.
Here is a very interesting link on the value of a BTD approval.
https://seekingalpha.com/article/4314267-real-value-of-breakthrough-therapy-designation In the first paragraph it is said'' BTD usually increase valuation significantly''.
In the last paragraph under ''investment''.
It is said '' It is clear that getting a BTD adds significant value to a company. Based on historical average, a pure play company(TLT is a pure play company) with a BTD for a significant population (NMIBC has 573,000 new patients worldwide each year) could be worth $8.3 billion''.
$8 billion is a very big number, but if the BCG shortage persist and because TLT-Ruvidar has no side effects and can treat 100% of patients.
Maybe $8 billion is not out of the picture.
Very important note about N-803+BCG...
In this link...
https://clinicaltrials.gov/study/NCT03022825 Page 3-4
Under methods
-Patients
Exclusion criteria:(patients that will not be permitted to receive N-803+BCG).
Patients that have a life expectancy of less than 2 year(older end of the line patients).
Patients that have inadequate organ function(most older patients).
Patients that have clinical signs of severe cardiac dysfunction.
Here is the most interesting one:
Patients that have a history or evidence of uncontrolable CNS(central nervous system disease).
There is over 400 central nervous system disease...
Ex:
-Seisure and epilepsy.
-Cerebrovascular disease.
-Migraine.
-Alzeimer disease
-Parkingson's disease.
-Dystonia.
-Ect....
In short with all these restrictions N-803+BCG will not have a very large pool of patients to treat.
TLT-Ruvidar doesn't have this large amount of restrictions.
TLT-Ruvidar can treat 100% of patients.