Sirona Biochem Corp V.SBM

RE:RE:RE:RE:RE:RE:New Sirona twitter post

[Dachs1]

Red5Luke wrote:

Yes putting a total valuation is tough and mind boggling specially since their pipeline is so varied.  It is hard to imagine what company would want to scoop up everything.  Some of the Mega-Pharmas could but I supppose some of the smaller players could attempt a buyout and then sell off items that don't fit into their focus.  

Even if you value some of their pipeline at zero it doesn't seem a far stretch to get over $5 bucks for the whole company as it stands now.  Frustrating that we are stuck in this penny range when there is so much on the near horizon to propel this upwards overnight.   

Obagi / Scar / Acne / Bloom Burton = $0
1067 = $300 M  GlycoProtien = $300 M  SGLT2 = $400M  
Total value = approx $1B 
Share equiv = $5.50

From Investor Presentation (assuming USD)

Our discounted cash flow models estimate a NPV of $240 million including upfront, milestone and royalty payments

From Website

SGLT2 Inhibitor Licensing Deals By Third Parties

In March 2013, Johnson and Johnson’s canagliflozin (Invokana™) became the first SGLT Inhibitor to be approved by the U.S. Food and Drug Administration.  SGLT Inhibitors are a new class of drugs bringing hope to Type 2 diabetes patients who may not be getting adequate relief from currently marketed drugs.  This new SGLT Inhibitor treatment approach has resulted in significant licensing deals.  Two published SGLT Inhibitor licensing deals include:

• Empagliflozin, one of a two-compound licensing deal between Boehringer Ingelheim and Eli Lilly for at one time payment of  €300 million and milestone payments of €625 million.
• Dapagliflozin (Forxiga®), one of a two-compound licensing deal between Bristol Myers Squibb and AstraZeneca for upfront payment of US$100 million and milestone payments of up to US$1.25 billion
• Bristol Myers Squibb and AstraZeneca expand licensing deal of dapagliflozin to include Japan; deal estimated to bring more than US$1 billion

First we need a deal.
Otherwise i am with You with your estimate.
I think many underestimate the potential of the keloid scar project. 
If TFChem create the gold standart this product will be a blockbuster (bigger than 1067 because of a bigger market share.)



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According to a report recently published by Persistence Market Research (PMR), the global scar treatment market is poised to rise at a CAGR of 10.3% from US$ 16.0 Billion in 2015 to over US$ 31.9 Billion by 2022. Some of the key players in the keloid treatment market are Novartis, GlaxoSmithKline, Galena Biopharma, Bristol-Myers Squibb and Valeant Pharmaceuticals International.