RE:Sell device division?opsd1 wrote: Someone was suggesting this to become a cancer drug company only. If the human trials are successful, Theralase is expecting between $800 million and $1.2 billion in annual revenues within a few years.
But regardless of the outcome from the human cancer trials, they are still expecting $50 million per year with the pain treatment division.
This means, at these levels at least, you can invest in a potential cure for cancer with very little downside risk.
I personally believe the hardware, being that it is almost as critical as the photosensitizer itself is a competitive advantage and should never be sold. The cold lasers stand on their own merits in pain management but as for a delivery and diagnostics capability for PDT treatment and theranostics... the tlc3xxx is extremely valuable imo. I'm actually very curious how they plan to commercialize the tlc3xxx... I'm of the thought it won't be anything like the tlc2000.. the tlc3xxx falls more in to the line of royalty/licenscing imo... there are a lot of compounds that other companies could commercialize with appropriate delivery system and Theralase can take a piece of that pie while they utilize TLT hardware for disruptive treatments in other areas that TLT is not focussing. Unless you were suggesting just to sell the tlc2000 dept but I don't see the angle there either. If TLT sees success on the upcoming trials... they can fund and fuel a powerhouse medical technology company of the future.