Theralase Technologies Inc. V.TLT

New Deal for Adstiladrin

[enriquesuave]

If they get $500 million for 5.1% Royalties on Adstiladrin we should get double. IMHO.  

https://www.fiercepharma.com/pharma/ferring-inks-500m-deal-royalty-pharma-new-bladder-cancer-drug-adstiladrin

[enriquesuave]

Basically paying upfront  $500 Million for 5.1% and up to 8 % of sales of Adstiladrin over next 10 years or so.  That means they expect sales of up to $1 Billion per year.  Crazy, our turn will hopefully come soon.

[DJDawg]

I actually think that is great news as it confirms what others think of the potential market. Just like when ImmunityBio lost a billion plus in market cap in one day when the got the deferral on their treatment. Helps quantify how others analyze the market.

[Alamir1111]

Just wondering what would be the succes rate for Tlt treatment in stage 1.2.or 3 bladder cancer?

[Alamir1111]

Don't know what Tlt managment game plan is  but getting Fda approval would be a  huge step forward

[Eoganacht]

Thanks for that enriquesuave. Very encouraging.

[wildbird1]

enriquesuave, very good catch. Let's see the difference between Adstiladrin & Ruvidar(TLD-1433). CR%... Adstiladrin 24%CR at 12 months. Ruvidar 36%CR(and increasing) at 12 months. Cost... Adstiladrin for one year treatment cost $268kUS($364kCan). Ruvidar cost $200k.US($300k.Can) for a one and done treatment. For BCG-Resistant patients(and doctors) the choice will be easy. enriquesuave

[Alamir1111]

The only issue I see with partnerships most of big names are already got one.

[Oilminerdeluxe]

See, now you force me to buy on Monday. :-) And that usually means: Run to the hills, lol. Nice numbers indeed. Hope they continue to strengthen. A few new 90 days coming up, if memory is not playing pranks on me. Which it might.

[Donein25]

If we do get new data this week, it sounds like it won't be much, if at all, in the 450 group. Nor will it move the needle too much as far as CR % change. As Roger has said to me; at this point we pretty much know what we are looking at for efficacy. The number that is increasingly important to me is the number of newly treated. We need to get enrollment moving to wrap this up. Don't want

[Alamir1111]

This post has been removed in accordance with Community Policy

[Alamir1111]

You must be special  if Roger communicate  with you 

[Alamir1111]

Maybe was a call about duct cleaning 

[Alamir1111]

Woul5 you like .retract  y

[FGPstock]

  never seen donen25 post here before, but Tlt is far from done in 25 and if there isn't a substantial update regarding btd I will b very disappointed. It has been said by the company and on this board how fast track gives them an ongoing exchange w the fda which would make btd and aa easier to obtain if we meet the criteria. I don't buy the "move the goalposts" argument

[StevenBirch]

Wow FGP will be very disappointed, I am shocked!

[Bigkahuna57]

Not everyone here is invested/committed to the success of this company.  Claiming objectivity in the analysis while saying management is a failure is obviously false.  If you can't admit to the share price suppression and manipulation, then you're not acknowledging any form of objectivity.  The question is "why suppress the share price?"  Easy. Make raising

[StevenBirch]

Good analysis BK. Especially with the 'share price suppression', all you have to do is look at who are the major players in all the financings to see why they would want it low and personally I have zero problem with that. I've got my shares and basically at the same price so for me it is ALL about the "trial and progession of the data". I don't want to sell any until it&

[FGPstock]

  steve, w every post you make just confirms you are a sheep w no clue. U have no opinion other than. Try to put ppl down or cheer regardless of the fact that Tlt keeps missing their own timelines. In regard to management , every share they get is from free warrants/options they gift themselves or cash bonuses they really shouldn't b taking for a stock at the value of a gun all. In

[StevenBirch]

I'm not putting you down just wondering what you're doing here, all you do is put the company down. You see it with sports teams also, the type of fan who claims to love his team but never stops complaining about it, I never understood that. This may be even worse though if you actually have money invested.

[FGPstock]

  I can love a sports team and still b able to acknowledge they made a crappy play. We all should b able to be objective. Management has made mistakes, these r facts. I have more than most invested. I believe in McFarland, her and I have always got along well. I believe she is also frustrated w the companies performance as basically everything she ever does has to go through Tlt. I like

[Oilminerdeluxe]

Let's see what the next update says before keelhauling is in order. Bound to be some info of worth. Small stuff can be nice too. Safe to say, they don't want to make any mistake when applying and makeing their case. They must have advisors, whose recommendations they follow. Yes, we want more transparency but this is as vital of a time as it gets. Not sure they should provide anything more

[BlueFranky]

OMD... Thanks for that very level-headed post Calm minds must prevail, now more than ever Good luck to all! 

[skys1]

Bigkahuna, For 3 years I having been posting my belief the share price is being held back since the very successful safety results of Trial 1. So successful in fact, they closed it down early. Big pharma wasn't concerned about TLT until that occired. Since then things have changed. Now with unquestioned safety and an ever increasing CR rarte that is alreasdy double Ketruda's, Big Pharma

[N0taP00p]

@BK:  aren't you glossing over very obvious facts?  For one, there is no more "short operating runway" as a justification for raising as-needed cheap cash.  Hardly any outsider invested in the last round. You would know this if you were objective. Without BTD, it will get even harder. Did you notice that in the article SF sent along talking about all the bladder cancer

[O12009]

The TLT 1433 info was in the bold darker colour text.   There is a line break and it is at the bottom easily missed.

[ScienceFirst]

EnriqueSuave ... Great catch.  We should get much more especially when you read this other article too: Interesting article and header   https://www.evaluate.com/vantage/articles/analysis/spotlight/renewed-push-early-bladder-cancer     Ferring's Adstiladrin has joined Keytruda with a US approval, but it might not be the answer doctors are looking for.

[ScienceFirst]

And that's just for the US.   Royalty will pay $300 million up front and $200 million in a potential milestone payment tied to Ferring meeting certain manufacturing goals by 2025. New York City-based Royalty will receive 5.1% of net sales of Adstiladrin in the U.S. Upon payment of the milestone, the royalty will jump to 8%. The deal sustains royalty payments through