GREY:ATBPF - Post by User
Post by
Madmanmadoxon Mar 13, 2018 2:20pm
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Post# 27708157
Value
ValueA drug that has the ability to sell 1B+ annually for duration of patent life in the US region alone is worth a hell of a lot more than 100M fully diluted market cap. So in my opinion the results of the 2B are not priced in. This trial is likely the most critical as the data from it will dictate terms of US Partnership and how they will split the NPV value of the drug between them. That partnership will then further assist in valuing the Western European regional one... as well as fund Phase 3 ATB346 and all the other patented H2S drugs in pipeline (avoiding a key risk of small caps ramping up which, in my option, is shareholder dilution).
These impending results are a key driver of risk and therefore reward. If the results are good and the SP stays where it is I'll be buying up a storm again ... just like when I was smacking the 20 cent ask not too long ago...
These thoughts are my own, investing in a binary drug play has risk not suitable for most, do your own homework when investing in such polarizing positions. The noise on this forum will only increase going into the results.