GREY:ATBPF - Post by User
Comment by
MrMugsyon Dec 30, 2020 11:31am
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Post# 32197328
RE:RE:RE:Good News
RE:RE:RE:Good NewsRalphRalph wrote: If you're talking about an upfront payment on a licensing deal, I don't think there's much chance they get anything close to $300 million upfront payment. I'd expect something closer to $30 - $40 million.
Given the volume of sales 346 could do, I'd rather they push for a larger royalty rate if they have to prioritize one of the two. I would hope ideally for a royalty rate around 20% with production cost covered.
Doccole wrote: With biopharm and deals-
say we make a licensing partnership deal with LATAM and it ups our cash position to 350m at 10%. What would our stock most likely trade at? I imagine it would be much higher than a market cap of 350m.
i was looking online for examples, but I didn't know the way biopharm stocks are evaluated once a deal/cash infusion is established. Dan said right now we should be at 400-600m, due to entering phase 3. Thoughts?
True - but I have a number between the two of your numbers if the right components are added to a deal. It could be rights for one drug or the family of drugs ... there could be an investment stake for cash buried in the agreement. Heck ... there could be a loan component with assets as collateral (less likelyt to be used). There could be right-of-first-refusal on future drugs, etc.
All depends if both sides can get what they deem to be a fair shake.
First thing ... give me a comprehensive update that tells me what we have - something that helps me add colour to this company's value. Then we can see if there's a chance at a higher payout on partnership deals.
Just my opinion ... loving this !