Theralase Technologies Inc. V.TLT

Determining a Company’s Value - Old School

[Gorf79]

Fred, since you didn’t ask I’ll provide it free of charge.

There are two characteristics to analyze when valuing a company and determine whether it is a worthwhile investments: there are Quantitative and Qualitative factors for review;

The Quantitative stuff, the hard stuff that scares people:

Simply blend in things, in no particular order, like probability of success, future cash flows, discounted cash flows, NPV analysis, shares O/S, cost of capital, earnings multiples, manufacturing costs and those costs to distribute the treatment etc. etc. and vooula you will eventually come up with a price per share. 

The Qualitative stuff, equally as hard, maybe harder to nail down:

Does the company openly promote to maximize shareholder value and mitigate dilution, do they communicate in a concise and coherent fashion that is shareholder/market oriented, do they have IR on staff, are IR active or recluse, do they return calls/emails, does the company provide regular updates, do they attend investor conferences or trade shows, do they have readily available analyst reports,  do they provide investor presentations and newsletters in a timely fashion or on a regular schedule, do they promote on social media (Facebook, Twitter Instagram etc. ), do they hold regular investor calls, and to repeat point #1, Do they care enough to promote?

I think most here bought on a referral.

[Glasshalffull1]

Thank you very much for your post! THRM has been such a disappointment for all of us! I hope someone at THRM reads your post and try's to correct some of the things you have pointed out! Actually it looks  like they are going out of their way to hurt the company and us too of course! Thank you again and please ignore your haters!

[Rumpl3StiltSkin]

Hey GHF, I think you meant TLT this is the TLT bullboard. How is the boilerroom on a Saturday? Tell your buddy Gorf Hi. ;-)

[Domino55]

Rump, you batting clean up today and attempting to placate the restless? Keep punting both real news the share price/cheap dilution problem as far away from the discussion as you can. Bencro on an exec. Retreat? I’m getting a lot of support through private message. There seems to be a coming groundswell of embittered and fed up shareholders. I’ll do what I can to encourage them to express

[Rumpl3StiltSkin]

Ask me again and I'll tell you the same. :-)

[Glasshalffull1]

Sorry! I really thought I was posting for the THRM board! I hold both! Unfortunately! Yes! I admit I am the ultimate Bagholder! Yes I am a bit  embarrassed mixing up TLT with THRM! But really they both fit the same slot! IMO  And what was written about management  applies  to both! Don't agree?  It's called the ignore button! Again sorry I mixed up the two

[Rumpl3StiltSkin]

Lol :-)

[CancerSlayer]

  Sometimes a simple eye test provides me a better real-time valuation than any fancy/complex  metrics.  For an early stage small biotech, I like to focus on 6 factors/value creators, some of which are overlooked or less easily measured:  1) IP 2) development speed 3) company talent 4) minimal dilution 5) non-dilutive partnerships & 6) most important - data. 1) Our

[stocksnbonds458]

So now we have devolved to the point where posters are giving college courses on what a company is and how to calculate valuations with regards to qualitative and quantitative factors. Thanks for the utterly useless educational jargon, but perhaps the political rhetoric was more palatable than this. Sorry to be a low brow brute, but the chat here is getting soooooo freaking off topic. I am

[Rumpl3StiltSkin]

S&B I think they've forgot that this is a penny stock, not a BlueChip, We're all big boys and girls and know the risks. I like to see the brighter side of things, the tech is still on track. They are here to scare the newbs away I believe.

[fredgoodwinson]

It would be good to be confident that 'the tech is still on track' Rumpl but we had two scheduled Phase 1B Trials with Rutherrin and now there are none with one of those major indications (GBM) being entirely removed from the pipeline. Also left wondering whether Roswell were denied consent to use TLD-1433 in NSCLC/mesothelioma or whether the drug itself didn`t make the cut? Don`t feel

[Rumpl3StiltSkin]

true Fred, I would have liked to know what happened with that potential Roswell deal?? The key word there is 'potential' I don't think that was more than a pipe dream on maybe only one parties list? Do we know the Phase 1s have been cancelled? Maybe just pushed back due to Covid? Two reasons maybe due to Covid, the bad one, cuz more patients are putting off any participation in TLTs

[fredgoodwinson]

Yes GBM has gone Rumpl being twice excluded in the Presentation of the 7th of Feb. and indeterminate delays to NSCLC. Big Pharma must be in seventh heaven.

[Rumpl3StiltSkin]

In the meantime something on Covid 19 might give them the $$$ boost they need. They really do need to partner with someone on other indications, that has always been their plan, Covid didn't just push back TLT, but any potential partners on other Indications. GBM, although promising for TLT and great headlines, is a very rare cancer and not a huge $$$ maker. NSCLC, I'd be surprised if that

[fredgoodwinson]

Rumpl - long been here for the prospective treatment of a range of cancers both by TLD-1433 and other of Sherri`s metal-based compounds which in terms of unconditional exclusivity may effectively mean Rutherrin. There now looks to be no prospect of addressing any further cancers in this way in the foreseeable future and this is bitterly regretted - all the more so as Roswell were giving the most

[Rumpl3StiltSkin]

Good points Fred, I hope it is just they're focused now on NMIBC and getting us to home plate.

[CancerSlayer]

  Agree rumpl...and an FDA approval for bcg-unresponsive NMIBC should lay a pretty solid foundation for not only future approvals, but also pave the way for the off-label use of TLD 1433 in place of Photofrin, which is currently FDA approved for multiple indications (esophageal cancer, endobronchial NSCLC & high-grade dysplasia in Barrett's esophagus = a prevalent precancerous

[CancerSlayer]

  Recall that previous 2020 joint study (between Leiden Univ in Netherlands & Sherri's lab at UTA) that investigated the potential use of TLD 1433 as a repurposed drug.  The study demonstrated very encouraging preclinical results in the use of TLD 1433 against conjunctival melanoma cell lines (an ocular cancer).  Efficacy was tested in various cell lines, including a skin

[Rumpl3StiltSkin]

Ha Slayer, is there a commercial tanning bed franchise penny stock out there to invest in? :-)

[CancerSlayer]

[Rumpl3StiltSkin]

Yep Slayer, TLT has mentioned most of those cancers as eventual targets, I think the consternation is how long it is taking. Covid 19 has thrown this Phase 2 a curve, and perhaps also a lifeline? I hope so...

[fredgoodwinson]

Thanks Rumpl for preserving - even if inadvertently - my earlier post (below) for posterity. The original appears to have been removed.

[Rumpl3StiltSkin]

Fred, It is still there. I can see it.

[fredgoodwinson]

Must be losing it Rumpl - and not even drinking today!

[wildbird1]

You are not losing it , it just happen that when you post is at the bottom of page 1 (number 21-22) sometime it does disappear momentarily before reappearing at the top of page 2. Kind of like a Tiwlight Zone.