Compound competitionOne word - COMPETITION - is a valid reason to have a second source for our TLD-1433 compound. As Hempdoc has suggested, Merck, through its ownership of current compound supplier Sigma Aldrich, might be first to the table in talks to take over Theralase.
But if we had a second source for the compound, that party would presumably also want a seat at the table.
My dream scenario is that - 3 or 4 years out when TLT is worth a helluva lot more than it is today - we have a bidding war or p!ssing contest that drives Theralase to the point of over-valuation.
Now imagine a bidding war between Merck and, let's say, Bayer, a potential second source for TLD-1433.
I have witnessed this before on more than one occasion. A bidding war will drive incredible returns for the long and patient.
Let's start with a 10-bagger minimum. That's one order of magnitude, but will we get to two? That would be a 100-bagger from here. I'd be ecstatic with any return in between.