Theralase Technologies Inc. V.TLT

Any company’s management team has a duty to maximize

[Jaro1977]

shareholders value!

[Rumpl3StiltSkin]

I think at least now, that TLT is involved with Li Ka Shing Institute, we will have the financing going forward if the CR % numbers keep improving. We should get regular patient CR data updates with each quarterly report. IF you can afford to buy more shares of TLT? NOW is the time!

[99942Apophis]

Rumpl3StiltSkin wrote I think at least now, that TLT is involved with Li Ka Shing Institute, we will have the financing going forward if the CR % numbers keep improving. We should get regular patient CR data updates with each quarterly report. IF you can afford to buy more shares of TLT? NOW is the time! The writing on the wall Rumpl3StiltSkin is much easier to read now that the move as per

[skys1]

Apopis, IMO, this new relationship with a major deep pockets, respected  medical research entity such as Li Ka Shing Institute substantially advances the possibility of some type of deal(JV/partnership/byout). Don't think for a second this Institution would be interested in this new relationship with little known Theralase if they wern't seriously impressed in the potential of their

[BlueFranky]

.... Anyone care to speculate on a buyout price if our CR numbers are where they ought to be?

[skys1]

Franky, on the supposition our CR% is 65 plus, my estimate is $3b with just NMIBC, $5B plus with another indication. 2 more indications = $10B

[CancerSlayer]

It's hard to put a price on TLT considering its ACT is so novel & versatile.  I don't look at our value per indication, because it's so much more than that.  Establishing efficacy across more than a single solid tumor type would be impressive & would dramatically change the approach to this company's valuation...as it becomes more evident that we may be sitting on

[Yajne]

[Yajne]

Oops, something got scrambled in that post. Lets try again... Great post CS. Yes I agree it's virtually impossible to guess sp numbers on if efficacy is established across more that a single indication especially when it is strongly implied that it will also successfully treat many more indications. Having such a novel single/dual treatment approach is in a territory of it's own. One can

[skys1]

"Lets try again". For your information Yajne & CS, those share price estimates are close to the estimates of a very successful, experienced, and knowledgable oncologist I had a couple conversations with Re: TLT several months ago. Again, they are based on the Ph2 trial results making it up to at least the mid 60s percentile range. The only difference was NMIBC, plus 2 more

[99942Apophis]

skys1 wrote "Lets try again". For your information Yajne & CS, those share price estimates are close to the estimates of a very successful, experienced, and knowledgable oncologist I had a couple conversations with Re: TLT several months ago. Again, they are based on the Ph2 trial results making it up to at least the mid 60s percentile range. The only difference was NMIBC, plus 2

[Rumpl3StiltSkin]

A cpl of years back I did an estimate, based on the article posted back then on the expansion of the NA market for NMIBC, where TLT's SP could go based on consertavive raw 16x estimated sales, not EBITDA. It got TLT's SP to ~ $8 US with about 20% of the market share. And based on 300M shares outstanding. Things have changed, Covid robbed us of 1yr. So maybe that estimate will be higher due

[Rumpl3StiltSkin]

And, before the next round of financing. Though now that prospect isn't as bleak given the connexion with Li Ka Shing Institute. ;-) Also, It seems Dr. Sherry is trying to get us a freebie Phase 1 with either Lung through RPCC, or with Skin. Possibly still some partnership with a CBD company for GBM? Many ways this could go still where TLT doesn't HAVE to come up with the $$$$. I agree

[Pandora]

If the price of TLT can ever again get past 50 cents I will begin getting interested in a future. If it ever was to get beyond $1 I could possibly even get enthused - if I should live so long - based on past history!

[Rumpl3StiltSkin]

Good points Skys, Yeah, I'd bet my right arm LKSKI has some immediate indication/use case in mind for TLTs ACT. So we probably get some extra cancer indication in play with a Phase 1, fully paid for, prior to BTD and Accelerated Approval for NMIBC. Seems that is where things should be headed??

[skys1]

Agree Rumpl, for my money this Li Ka Shing agreement has far more positive ramifications than is known. For whatever reason, things were not happening fast enough with the PMC.  IMO, TLT decided to go elsewhere. TLT must feel this new agreement with such a well reputed facility should produce  better or more timely results. However, again IMO, that fact that Shing has such extremely deep

[Rumpl3StiltSkin]

The selling seems to have stopped also. Very odd low volume lately. I'll bet you are right and TLT has a better deal with LKSKI, perhaps they will carry some of the pre-cinical costs of new indications? Look for lower cash burn figures. ;-)  Maybe there is some big news about to be released???

[StevenBirch]

They said they would begin Phase I trials for GBM and NSCLC when Phase II was "well underway" so maybe with this develpment with the Li Ka Shing Institute means they are close to getting the 20 - 25 patients or expect to be very soon. It's all good news anyway and we should be updated soon.

[Galaxym31]

yes

[Jaro1977]

Yes Sir!