Theralase Technologies Inc. V.TLT

Most Excellent results!

[Eoganacht]

It looks like we will have a durable CR rate of 40% in 270 days! And that includes the 12 undertreated!

[Lesalpes29]

Happy to be able to understand the results! All still looking good and it seems we have a short period of time to buy more very cheap shares! GL

[Kingpin68]

I agree, based on the Swimmers plot, better numbers seem very likely. Of the 15 patients still to be evaluated, 12 are CR, and 1 is IR (4 yet to reach 90 evaluation not included in the 15). That's 80% CR for those 15 up and coming. That seems like a very good rate, that is bound to raise the 450 CR rate as you posted Eog.

[Eoganacht]

Right. And if you disregard the 90 day results on the new Swimmer's plot (as we cannot be confident yet that they will maintain their CR) and just look at the180 day, 270 day and 360 day results there are 9 CRs and only 1 NR. The patients who reach 180 days with a CR are very likely to maintain their CR at 450 days. In 270 days all of these patients will have  reached 450 days and we

[BlueFranky]

I would implore everyone new and old, to reread the above post several times over. Based on this, if we don't have a case for immediate AA, I don't know who does. Thank you, Eoganacht.

[ScienceFirst]

Indeed.  Great perspectives by Eoganacht. Given that there are at least 50,000 BCG-unresponsive NMIBC patients a year (TLT Corporate Presentation) TLD1433's minimum 6% durable response advantage over Adstiladrin means that delaying the approval of TLD1433 puts at risk at least 3,000 bladders a year.

[Gooseybear]

TLTF needs to immediately hire professional PR and Marketing professionals who currently work for big pharma and sell BCG. They could easily draw comparisons between the two treatments and TLTF could be brought to the forefront.

[Gooseybear]

TLTF needs to immediately hire professional PR and Marketing professionals who currently work for big pharma and sell BCG. They could easily draw comparisons between the two treatments and TLTF could be brought to the forefront.

[99942Apophis]

Gooseybear,  we are lucky to have you here as a person going through a non-ending cycle of BCG treatments. If you have or have not discussed with your patient peers the possibility of migrating to Theralase's treatment, what percentage would you say 0% to 100%, thanks for your thoughts. Also you probably have had a conversation with your Oncologists and what has he/she said.

[enriquesuave]

I agree on the Accelerated Approval merit and it's pretty clear that me may see50-100% increase in efficacy vs Adstiladrin.  It should be evident to the FDA even at this point in time. IMhO.  Maybe AA is sooner than we think?  Who knows? At least May we start with BTD and a path to AA.

[riverrrow]

If Ruvidar captures just 10% of the market that's 5,000 patients a year.  If the net profit to TLT for each treatment is a miniscule $10,000 that totals  $50 million a year net profit.  A reasonable PE of 20x gives a company valuation of $1 billion.  It's such a shame that no investors beyond this board realize this.   GLTA.

[ScienceFirst]

Riverrow ... Fair to assume that, on top of upfront payment, TLT could negotiate a royalty of, let's assume, 10%. So for a 100,000$US treatment, your 10,000$ revenue sounds legitimate. So 5000 treatments (10% of the market to start with) X 10,000$US = 50MM$US revenues X p/e of 20 = 1B$US valuation. But let's get Breakthrough designation first, and hopefully Accelerated Approval as it

[99942Apophis]

Hey ScienceFirst you're the one who pointed out to me the Healthcare sector has a PE average of X 169, I have always used a conservative low number of 50 and your 20 PE is ultra conservative. Go wild ScienceFirst after all low or high numbers its all hypothetical. 

[ScienceFirst]

99942Apophis ... links that I consulted are more between 5-10x as p/e for biotechs. https://simplywall.st/markets/us/healthcare/biotech

[99942Apophis]

Thanks ScienceFirst, according to your link PS averaged 6.1 ratio and PE was for the overall sector of mostly senior companies and noted had a deteriorating rate seen in the last 1 year period. In any sector of senior companies within the US an average PE ratio runs between 17 to 23 percent while a new disruptive company that can acquire (steal) revenue from established companies such as Theralase