Theralase Technologies Inc. V.TLT

RE:RE:RE:RE:RE:RE:On Breakthrough designation, ImmunityBio went for 1.4$ to 7$

[CancerSlayer]

CancerSlayer wrote:

 

ScienceFirst wrote: Take two, as there are too many typos"

By doing a jv, TLT would get an upfront payment (1-2-3B$+) and royalties (10%+), in exchange of the rights sold to the big pharma (as TLT cannot distribute it alone).

Usually, and we've seen this with many oncology drugs, market valuation becomes serious around 800M$US for those that might sound serious prospects but that are not yet there (still too early in the clinical process, etc ...).  Then, the next levels vary between 1.5-2.5B$ to 6B$.  That's before a drug enters a bidding war.  Immunotherapy frenzy back 3-4 years ago (when they were seen as THE holy grail) have seen price tags for takeover in the 8-10B$ range.  

What's unique with TLT, assuming 70%+ %CR, is that we are not an adjuvant and we destroy instantly, without side effect.  And we don't need to team up with other drugs (combos) either.  And such a high %CR would wipe out any R&D in the future for this indication.  So that would mean total domination of a market for decades, with no other PDCs in sight either from competition.  Then add the frenze of Rutherrin for NSCLC and GBM once the market discovers us and its possible that we mimic a quick valuation like IBRX experienced.  And because we now have an anti-virus platform that targets similar viruses such as BioNTech did in 2018 (their first initial jv with Pfizer was regarding influenza), then we can become a darling of the market (sudden discovery of PDT/PDC, technology that destroys instantly, with no side effect, etc ...). 

But lets first wait the next round of data , just to confirm where we stand for real.  Just to do things in the proper order. 

 

 

Agree with your thoughts...just want to add that even though our ACT is showing promising results as a stand-alone treatment, I see significant rev potential in its use as an adjuvant or add-on for all of those patients who failed primary treatment or SOC (partial & non-responders).  As either a stand-alone or a potential adjuvant/combo drug, its instant destructive capabilities could be put to good use in helping destroy any residual cancer cells SOC couldn't defeat...& such a mechanism of destruction combined with its immune-stimulating properties could help prevent recurrence.

Re: the antiviral platform, this has the potential imo to be a ticket to even more rapid market penetration/acceptance/good patient outcomes & investor wealth.  Considering we are still in the midst of a pandemic (& no doubt there will be more), the need for better antiviral treatments & more versatile vaccines has been no greater.  There are few to no options for treating common airborne/respiratory  illnesses in the outpatient setting.  One of the few is Oseltamivir (used for influenza) that not only has to be given early in the course of illness, it has limited efficacy.  There are essentially few antiviral treatment options available to use against what is the most common medical affliction (viral illness).  The medical costs are enormous as are the financial...$15 to $20 billion in lost earnings just for the Flu. Public Health agencies, hospitals, docs, patients & employers would welcome with open arms more/better options.  JMO.  

 

That's just U.S. numbers...