RE:RE:Who is the suitor in a buyout Longholder99...your $5 billion could be very close...
Interesting link that discuss the value of BTD approval...
https://seekingalpha.com/article/4314267-real-value-of-breakthrough-therapy-designation Under "
Summary".
-Average approval time reduced by 2.5-3.5 years.
-Breakthrough therapy designation usually increases valuation significantly.
-Takeover offers typically increase with BTD.
Under "
BTD Pure Play " -" All the companies with 2 or more BTD were gobbed up by "Big Pharma"".
Notes 1) "Takeover offers" (with an s)... Meaning multiple Big Pharma fighting over the BTD approval.
Notes 2) TLT has been consistent in saying that TLT is looking for a " Commercial Partner" ( not a takeover offer).
Under "
Investment Summary "
(Quote) " It is clear that getting a BTD adds significant value to a company. Based on historical averages,
a pure play compamy with a BTD for a significant population could be worth $8.3 billion(End of Quote)".
Notes 3)
A pure play company is a publicly traded company that focus on a single line of business, (TLT seem to fit that description).
Because of all the advantages of TLT cancer treatment, Very high CR%..Low toxicity...CR% long term effects...ect... it will be very difficult for a commercial partner (or a takeover Big Pharma) to place a $$$$$ value on TLT- BTD.
Big advantage TLT team.
Summary TLT has...
-One cancer treatment in "phase 11 clinical study" (NMIBC).
-Two cancer treatments in "late preclinical study" (GBM, NSCLC).
-One Anti-Pathogen (Sars-Covid19 vaccine) in " Preclinical stage".
All the above represent a very "Significant Population".
$5 billion...not bad (for a start).
Longholder99 wrote: IBRX went to around 3B in valuation after BTD and has a similar share count as TLT at full dilution with all warrants cashed in. If you consider our (if as a shareholder I can say 'our') other indications and the virus destruction/vaccine potential. Along with the one and done treatment type without side effect which is clearlysuperior in sustained CR and patient management. Will be interesting to see what TLT comes in at once the milestone is reached. Im gonna just throw a 5B out there because it is that much of a better package. All IMO.