RE:RE:RE:RE:RE:How do we determine fair market cap from a licensing deal?Sernova should be doing preclinical testing with cell manufactuers. Sernova should be licensing out their pouch with no exclusivity to every pharma who wants to experiement with their own cells using sernovas pouch. Not give it out for free like they have been doing. Sooner or later if one of them get promising results, they will likely try to buy us out. It's pretty simple when you have a device and no one else does in a space that is only starting to heat up.
Sernova is like the insecure cute girl who grew up ugly but is hot now but keeps dating losers who take advantage of her. This is Phil's fault and he needs to step up his game or we the share holders will suffer.
MoneyMouth wrote:
In this hypothetical scenario its BYOC, bring your own cells. The cell pouch is a universal platform, although they are testing T1D, hemophillia and hypothyroid treatments, I don't see large pharma being too interested in sernovas cells, but rather the platform. The clinical/preclinical trials prove the effectiveness of the cell pouch in ensuring cell survival and treatment deliverability. I don't think there is anything proprietary about the cells Sernova is using, so I don't see why Sernova would include them in any sort of deal.
The only caveat would be if the FDA would need a clinical trial for each combination of cell and pouch. That would suck, but if the FDA approved the cell pouch in general, and then other pharmas get their stem cell treatments approved independently, then wouldnt they be allowed to stick their approved cells into the approved pouch with no need for trials?
If that is a concern, then Sernova should be focusing on developing the pouch as a one size fits all where the protocol is the exact same regardless of which cells are being used. Sernova would have to develop a means of informing clients of the expected oxygen levels within the pouch and expected levels of vascularization. That way pharma could determine the amount of their cells needed to ensure efficacy. I think Sernova's trials serve only as an example of what other pharmas could do