Theralase Technologies Inc. V.TLT

On Breakthrough designation, ImmunityBio went for 1.4$ to 7$

[ScienceFirst]

On Breakthrough designation, ImmunityBio went for 1$US to 7$US

Dec. 4, 2019 - ImmunityBio Granted FDA Breakthrough Therapy Designation for N-803 IL-15 Superagonist in Non-Muscle Invasive Bladder Cancer
 

Check the graph now

 

Nov. 29,2019  ... 1.72$US

Dec. 4, 2019 ... 1.41$US ... FDA grants Breakthrough designation

Dec. 6, 2019 ... 1.58$US

Jan. 17, 2019 ... 7.35$US (5.2x from thr BDT news)

April 3, 2020 ... 2.60$US ... (COVID-19 arrived so the pullback was normal)

July 10, 2020 ... 13$US ... In the middle of the COVID-19

Feb. 19, 2021 ... 39$US

Today ... 5.38$US ... 2.5G$US valuation

 

 

[chry200030]

That's nice but TLT is a $75 stock. forget $7.

[99942Apophis]

chry200030 wrote That's nice but TLT is a $75 stock. forget $7. Thanks chry200030 you are in the ballpark  Ok we have a total of 96K how many do we get after BTD & FDA approval?  As I guesstimated in the past I will use 10% for first full year of commercialization giving us a total of 9,600.  Take that 9,600 X  $100,000 (2 treatments) = 960 million gross

[ScienceFirst]

By doing a jv, TLT would get an upfront payment (1-2-3B$+) and royalties (10%+), in exchange of the rights sold to the big pharma (as TLT cannot distribute it alone). Usually, and we've seen this with many oncology drugs, market valuation becomes serious 800M$US for those that might sound serious prospect but that are not yet there (still too early in the clinical process, etc ...). 

[ScienceFirst]

Take two, as there are too many typos" By doing a jv, TLT would get an upfront payment (1-2-3B$+) and royalties (10%+), in exchange of the rights sold to the big pharma (as TLT cannot distribute it alone). Usually, and we've seen this with many oncology drugs, market valuation becomes serious around 800M$US for those that might sound serious prospects but that are not yet there (still

[Sunvalley]

Super informative post Science First. Much appreciated and please keep up the superb analysis.

[CancerSlayer]

  Agree with your thoughts...just want to add that even though our ACT is showing promising results as a stand-alone treatment, I see significant rev potential in its use as an adjuvant or add-on for all of those patients who failed primary treatment or SOC (partial & non-responders).  As either a stand-alone or a potential adjuvant/combo drug, its instant destructive capabilities

[CancerSlayer]

  That's just U.S. numbers...

[livermore2]

And then multiply by all the cancers this treatment can cure. If this truly is the next chemo without the side effects- one could argue we are investing in something like Microsoft when it was a penny stock. Fun to Dream - here's to the luck of the Irish  

[consultant99]

My analogy is investing in Apple stock when it was still being run from Job's garage.

[skys1]

consultant99, What a great analogy. investing in TLT is like, "investing in Apple stock when it was being run from Job's garage". I love it, and so true!

[Legit62]

Love it, maybe we get some news and data to chew on for the weekend, that would be nice, and then see what this bad boy can do with this amazing cancer technology. Hope everyone has a great weekend and pleasant dreams!!!!

[DJDawg]

Interesting. Just curious about the lag...Dec 4 to Jan 17? How does that work?

[ScienceFirst]

You have to look at the volume at the bottom of the graph to understand.   ImmunityBio Market Cap 2014-2021 | IBRX But sometimes, it's instantly.  Depends if stocks were shorted, etc ... A Breakthrough designation means, to the eyes of the FDA, that there's nothing more efficient on the market (SOC) and that it brings something more than SOC.  So big pharmas always