Sernova Corp T.SVA

Alternate Symbol(s): SEOVF

Healthcare Biotechnology

Sernova Corp. is a Canada-based clinical-stage biotechnology company, which is developing therapeutic cell technologies for chronic diseases, including insulin-dependent diabetes, thyroid disease, and blood disorders that include hemophilia A. The Company is focused on developing a functional cure for insulin-dependent diabetes with its therapeutic cell technology, the Cell Pouch System, a novel implantable and scalable medical device with immune protected therapeutic cells. The Cell Pouch is a scalable, implantable medical device. The Cell Pouch is designed to create a vascularized organ-like environment for the transplantation and engraftment of therapeutic cells. Its regenerative medicine therapeutic approach is to provide cell therapies where the cells, transplanted within an organ-like vascularized implantable device, the Cell Pouch, generates proteins, hormones or factors released into the bloodstream for treatment of diseases requiring replacement of these molecules in the body.

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Sernova Corp > Sernova's Worth?? $$$$$$+ :)

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Post by jwalliscaon Dec 06, 2020 12:05am

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Post# 32045380

Sernova's Worth?? $$$$$$+ :)

Speculation on the real worth of a penny wonder junior called Sernova that seemingly has a figurative cure for diabetes and much more suggests at least a rounding error (i.e. a few billions of dollars) in the books for any Big Pharma.

Vertex took out SEMMA for U$950 million (some C$4 to 5/SVA share). SEMMA has far less to offer than Sernova. This sets a likely floor for valuation.

Vertex buys SEMMA for U$950 million - Link

Novo Nordisk is big with treating diabetes. The following link shows a takeout for U$1.8 billion for a pill coating to allow drugs to be better delivered to diabetics. Considering that Sernova has a figurative cure for diabetics taking insulin (i.e. NOT just Type I diabetics) and has other applications for The Pouch. This would suggest that U$1.8 billion (C$8 to 10/SVA share) is a more likely floor.

Novo Nordisk buys Emisphere U$1.8 billion - Link

Lest one forgets, Sanofi took out Bioverativ for U$11.6 billion to corner the hemophilia market... Yes, the Pouch can do that too (but early days yet). This alone would be over C$50/SVA share...

Sanofi pays U$11.6 billion for Bioverativ - Link

Now that we have a range of from C$4 (or $5)/SVA share to over C$50, where do I believe Sernova is likely to go for as a Buy, Bye?

My take is in the C$4 to C12/SVA share and closer to C$6 to C$8/SVA share. That is a gut feel and nothing more. Will it go for that, or will it go? We wait to see.