Advanced Proteome Therapeutics Corporation V.APC.H

RE:Nobody seems to be following this deal.

[Goldnboy1]

The sell off was mostly started by the ceo of the company. Not impressed by that. But whatever. I'm happy to buy this level and get some average down.

That being said..This company has had a bunch of programs and trials on going with various schools and corporations since 2018. One of which was related to Herceptin trastuzumab. If they  have made some form of monetizeable breakthrough involving a drug like that. The value wouldn't be tens of millions here. It would go to hundreds of millions. Maybe billions.

Reason being HT came off patent in 2018. This drug has bad toxicity and often makes people feel very sick. But does work well to reduce tumours.

Losing the patent means parent company Roche is now being knocked off and under cut on sales of the drug. Last year they lost nearly $1B in sales. Crazy part, they still did 5B in sales. So if you got a 5% royalty for 25 years of the new patent and reachieved $6B. That's 300M a year in royalties or $7.5B over its lifetime. But likely higher once adjusted for inflation. Even at 2.5% of gross sales licence to a drug like that. Would send us soaring like a dream!

If you're ingredient is the key to a major drug re patent. It's more important that a new patent, because the market pre exists. So you essentially assume major benefits overnight. 

If these managers can execute on this. Then it's a home run, with miles of blue sky in front of us.