TSXV:CLAS.H - Post by User
Comment by
MyKnighton Jan 17, 2020 11:22am
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Post# 30565188
RE:RE:RE:RE:RE:RE:RE:RE:RE:BASHER ACCOUNTS : DEBBIECHANDLER , SCOTTY
RE:RE:RE:RE:RE:RE:RE:RE:RE:BASHER ACCOUNTS : DEBBIECHANDLER , SCOTTYJust look at GW pharma as an example revenus:
https://www.globenewswire.com/news-release/2019/11/05/1941593/0/en/GW-Pharmaceuticals-plc-Reports-Financial-Results-and-Operational-Progress-for-the-Third-Quarter-Ended-September-30-2019.html Their market is epidolex, and their revenues are 296 Millions/2019 --- MC of 5 Billions
Before this GW pharma wasn't making money...
Now GVHD revenue alone is the double of that...
the market will determine the price of Kaly...
But I remember when I was talking to Rob this summer he mention that we should be at LEAST the same price then GW pharma.... at the time I tough that he was agressive...
But after the incredible result that we had, I can see what he was looking at...
Do your DD, we will now pretty sooonnnnnn....
RE:RE:RE:RE:RE:RE:RE:RE:BASHER ACCOUNTS : DEBBIECHANDLER , SCOTTY
Here's a few reason:
- World Monopoly for GVHD.
- Market of 650 Millions/Year for Pre-GVHD(for the 6 big country only/min)
- This mean over a Billions a year for the full planet.
- Market For Post(GVHD) not evaluated yet... would be Billions a year.
- People with GVHD symptom can leave over 20 years ...
- Patent already setup for the planet.
- Revenue out of Licences/Royalties, no big building to maintain and all cost that goes around this. Plain cash
- Licence in Europe this Year, no need to wait for FDA Approval.
- FDA Fast track and orphean drug for kaly.
Just to name a few...
That's for GVHD only. They have a product call Kal-1816 that will compete on the opiod market(new ball game 50 Billions/year)... this will be on the few years to come. they also have other prodcut do your DD.
Now knowing that this business would bring you around a Billions a year, and would grab the full GVHD market. If you we're the CEO of a big pharma already dealing in the GVHD sector what would you do?
- Let Kaly take the monopole and loose all revenu from GVHD
- Licence at the beginning, once happy with the result buy them
I know what I would do, especially that 5 Billions for them is nothing for this market.
RE:RE:RE:RE:RE:RE:RE:BASHER ACCOUNTS : DEBBIECHANDLER , SCOTTY
Thanks for the respons MyKnight. I understand potential for sure, but why the figure of 2-5 b? I haven't run across anything myself to draw that conclusion. Can you share something I missed?