Theralase Technologies Inc. V.TLT

RE:DD

[LaserStock29]

Repost. Best comparison is endocyte. But we are better cause of our ACT system and more indications and patents on molecules. $$$$$ Hopefully Roger can let go of his baby

LaserStock29 wrote: (PHASE 2 IS LIVE ON CLINICAL TRIALS GOV PAGE) https://clinicaltrials.gov/ct2/show/NCT03945162?term=theralase&rank=4

(HEALTH CANADA IS HELPING CANADIANS GET TIMELY ACCESS TO NEW DRUGS APRIL 16TH)
https://ceo.ca/@newswire/increasing-access-to-new-treatments-for-special-patient


https://www.evaluate.com/vantage/articles/data-insights/ma/following-ma-money-phase-and-therapy-area

(POTENTIAL FOR CBD) Here’s something posted a while back when the JV talk when CBD was floated..https://markets.businessinsider.com/news/stocks/medreleaf-to-sponsor-cancer-trial-in-collaboration-with-the-ontario-clinical-oncology-group-1027361941

(ANOTHER CEO ON ENTERING THE US MARKET COMMENTING ON VALUATION) 10x USA https://stockhouse.com/opinion/independent-reports/2019/04/18/developer-cannabinoid-based-drugs-to-resume-cancer-pain-trial "The resumption of this Phase 3 trial, particularly now that it is registered with the U.S. Food and Drug Administration as well as Health Canada—increasing its market by 10 times—when it begins would likely be significantly accretive to our valuation," Sarugaser commented


(INTELLECTUAL PROPERTY STRATEGY FOR GLOBAL PROTECTIONS)
https://theralase.com/pressrelease/theralase-granted-us-patent-lead-anti-cancer-drug-2/ https://theralase.com/pressrelease/theralase-granted-united-states-patent-to-destroy-cancer-cells-with-x-ray-activated-photo-dynamic-compounds/ Rutherrin® technology is patent pending in the United States, the European Union, Brazil, Russia, India and China. These countries account for approximately 65% of the world’s Gross Domestic Product (“GDP“) (2015 statistics). If patents are allowed to issue in these countries, the Rutherrin® technology will be able to be fully commercialized and protected in these major medical markets.


(DESCRIPTION OF ENDOCYTES SMALL MOLECULE) https://investor.endocyte.com/investor-relations Doesn't that paragraph read eerily similar>> .. Endocyte (TLT) is a biopharmaceutical company and leader in developing targeted therapies for the treatment of cancer. Endocyte (TLT) uses drug conjugation technology (TLD-1433+Laser) to create novel therapeutics and companion imaging agents for personalized targeted therapies. The company’s agents (TLD-1433) actively target receptors that are over-expressed on diseased cells relative to healthy cells, such as prostate specific membrane antigen (PSMA) (Fe Iron receptor) in prostate (Bladder) cancer. This targeted approach is designed to safely enable the delivery of highly potent drug payloads. The companion imaging agents are designed to identify patients whose disease over-expresses the target of the therapy and who are therefore more likely to benefit from treatment. (ENDOCYTE (Nasdaq) AS A COMPARATIVE CAP) Would like to see interim results get us that first pop to $5-6 then uplist


https://i.ibb.co/QYpSV6W/ENDY.png

The Negotiation https://www.ibj.com/articles/71264-novartis-nearly-doubled-its-endocyte-bid-during-drawn-out-courtship


Market opportunity For Theralase it's $1.1-$2.5b opportunity for NMIBC w/out China.. one indication... maybe with China.. you double that number?? 2.2-5b https://theralase.com/wp-content/uploads/2019/03/Theralase-Corporate-Power-Point-Presentation-03-25-2019.pdf


Page 8 Market opportunity for Endocyte notice the similarities https://www.fiercebiotech.com/biotech/endocyte-starts-renaissance-by-licensing-billion-dollar-prostate-cancer-drug “Approximately 80,000 patients are potential candidates for Lu-PSMA-617 in the late stages of the disease, and this is just in major markets,” he told FierceBiotech. “That’s about a $5 billion market, assuming a price near that of similar therapies. As potentially first to market with a PSMA-targeted agent, we clearly see this opportunity as greater than $1 billion.” Merck Buy Peloton: https://www.washingtonpost.com/business/on-small-business/merck-to-buy-peloton-for-up-to-22-billion-day-before-ipo/2019/05/21/0da0ee90-7bd5-11e9-b1f3-b233fe5811ef_story.html?noredirect=on&utm_term=.60120d931743


Roche 90% Profits New Drugs https://www.bnnbloomberg.ca/company-news/video/growth-entirely-driven-by-new-products-says-roche-ceo~1516091


Novartis BO Endocyte $23 Sept 2018 https://www.novartis.com/news/media-releases/novartis-successfully-completes-acquisition-endocyte Novartis


CEO Jan 7 2019 Cures over Profits... this is so TLT's time https://finance.yahoo.com/news/novartis-ceo-talks-chasing-cures-232400761.html


Oncology Licencing Rules the space https://www.evaluate.com/vantage/articles/data-insights/other-data/oncology-continues-reign-licensing-world-0


(2014 CBC AMANDA LANG & ROGER WHITE) (“IF IT WORKS IN PEOPLE”) The fated moment in the cbc interview back in 2014 Ms.Lang to Mr.White 'If it works in People' well https://youtu.be/VRAZ8uRgqJE?t=275+ then 5:23 ... well if it meets a certain standard...


(ROGER'S BREAKDOWN 2014 OF DIFFERENT PHASE VALUATIONS) https://youtu.be/dwzW-Gwj2sI?t=170+ No doubt big pharma The valuations plain as can be.. No phase 3 so u put that into phase 2...

(WHAT DOES A DEAL WITH BIG PHARMA LOOK LIKE) (DISCOVER & DEVELOP PRE-REVENUE TO REVENUE) 6:44 https://youtu.be/dwzW-Gwj2sI?t=404+

Is all the Discover-Develop and partnerships.. Pre-revenue and post approved drugs.. it doesn't matter where a company is in the pipeline

(RUTHENIUM METAL PRICE) https://www.infomine.com/investment/metal-prices/ruthenium/all/


The Largest Lead Asset deal done in China to date https://www.globenewswire.com/news-release/2019/04/29/1811184/0/en/Immunomedics-and-Everest-Medicines-Announce-Exclusive-License-Agreement-for-Sacituzumab-Govitecan-in-East-and-Southeast-Asia-Excluding-Japan.html

Immunomedics Will Receive Upfront Payment of $65 Million and an additional $60 Million based on U.S. FDA Approval of Sacituzumab Govitecan in Metastatic Triple-Negative Breast Cancer, as well as Potential Development, Regulatory, and Sales Milestone Payments Totaling $710 Million and Escalating Tiered Royalties that Begin in the Mid-Teens on Net Sales within the Territory Roger earmarked these details of a deal at the cambridge 2014 as what he was looking for.


The Lung Indication and Market: Lung which is said to be 11b by 2021 https://drug-dev.com/global-non-small-cell-lung-cancer-treatment-market-value-to-approach-11-billion/


Lung at 40b+ you decide which is which https://www.globenewswire.com/news-release/2019/08/27/1906876/0/en/Global-Lung-Cancer-Therapeutics-Market-Will-Reach-USD-42-24-Billion-By-2025-Zion-Market-Research.html


The Innovation centre 2020 https://www.globenewswire.com/news-release/2017/10/10/1142998/0/en/Medtronic-to-Establish-Innovation-Center-in-Chengdu.html


FDA BTD https://www.fda.gov/patients/fast-track-breakthrough-therapy-accelerated-approval-priority-review/breakthrough-therapy


FDA will respond to Breakthrough Therapy designation requests within sixty days of receipt of the request So really, when did the FDA recommend the BTD.. Feb 25 or March 20. would be sublime if we got both IND and BTD together So really, when did the FDA recommend the BTD.. Feb 25 or March 20. would be sublime if we got both IND and BTD together https://www.fda.gov/regulatory-information/food-and-drug-administration-safety-and-innovation-act-fdasia/frequently-asked-questions-breakthrough-therapies

Can a sponsor submit a request for breakthrough therapy designation to a pre-IND? A sponsor should submit a request for breakthrough therapy designation with the submission of a new IND, or as an amendment to an active IND. Requests for breakthrough therapy designation should not be submitted to pre-INDs, inactive INDs, or INDs that are on partial or complete clinical hold. Looking ahead to BIOTECH DEALS 2-10b range

https://www.fiercebiotech.com/biotech/pwc-report-sees-pharma-biotech-deals-to-be-extremely-active-2020

It sees small to middling sized biotechs as being in the cross-hairs, predominately, of bigger pharma companies, as “additional innovation and data becomes available, and buyers become more comfortable in executing deals for attractive biotech targets with price points ranging from $2B - $10B.” At the recent J.P. Morgan Healthcare Conference in San Francisco, there was a distinct dearth of deal announcements, with almost every major pharma C-suite claiming their M&A strategy was bolt-on focused and many still lamenting the overvalued nature of the sector when it comes to buyout prices. Many of the more alluring M&A targets appear to be those focusing on next-gen cancer and gene editing treatments. In a nod to this, PwC added that: “Given the fragmented nature of the oncology and gene and cell therapy markets, we will likely see more volume of the smaller sized deals.”

FDA BTD BRIACELLS combined with KEYTRUDA.. underwhelming https://ceo.ca/@nasdaq/briacells-lead-candidate-combined-with-keytruda They have a 'Top Responder' with a 'reduced tumour' We have a Phase 2 trial set up for a CR at 3 months where our 90 day data is 6 for 6 where optimized treatment yielded 2/2 Cancer completely 'GONE' at 360 which is the 'confirmation of durable CR' These bladder patients were on their last 'natural-urination' so to speak.. failed all bcg protocols and it was one phone call from removal.

China's Nasdaq Biotech Trading Board... 2020 INnovation Centre.. https://www.cnbc.com/2019/07/22/china-star-market-shanghai-kicks-off-new-nasdaq-style-tech-board.html Endocyte's first offer from Novartis was $12 then a 10 month negotiation was doubled to $24.. so really.. when do u think negotiations happen here... late 2021... going into 2022.. https://ei.marketwatch.com/Multimedia/2018/10/18/Photos/NS/MW-GS019_ECYTPN_20181018094301_NS.png?uuid=bb55f3f8-d2db-11e8-8256-ac162d7bc1f7

Would love to read a NR like this. https://www.youtube.com/watch?v=gAst4vp6ULQ+++

Another reason to JVwith Medtronic for Lung..China's Nasdaq Biotech Trading Board... 2020 Innovation Centre.. https://www.cnbc.com/2019/07/22/china-markets-analysts-on-shanghais-new-nasdaq-style-star-tech-board.htmlWould

Love to read a NR like this. https://ih.advfn.com/stock-market/USOTC/generex-biotechnology-corp-GNBT/stock-news/81039490/gnbt-biopharma-w-10x-potential-cancer-and-diab

Nasdaq Listing guide https://listingcenter.nasdaq.com/assets/initialguide.pdf



yawn,,,,,, 2019-2022