RE:What could the next 18 months be worth?Hey Proph you know I am bored on a sunday morning so I would say to your points
1) I remmebr that the cholesteral market was also in the billions. I remeber you reminding us of that endlessly and CZO dropped the ball on that deal by not designing the study corretly. Gilles said that they should have gone with a loose formulation but he had it in his head to use a pill. Aparently nobody thought to check with a Gastroenteoligist to make sure that the OBG would be available in the body where and when needed to absorb Cholesteral. This was called a "bump in the road" instead of a major screw up that rendered a 30 month program usless. So a successful tolerability study will do nothing for the SP
2) Go no go on fibrosis doesnt matter even if its a go it is another year to degin a study get it approved no affect on the SP ionside 18 months
3) We had a GO on YBG 2 or 3 years ago in germany. It was announced and equipment was purchased and then forgotten. So now we have a new facility announced and the equipment is god knows where so who the hell knows. No affect on SP without an offtake deal before hand
4) IF they get a deal of somekind with any reputable drink co this could do big things for the SP. CZO has a realtionship with Pepsi so maybe Celcius or somebody like that. This is a game changer but I remember the last time with the drink we waited 2 years before they told us it wasnt going to work while they had it in the presentation deck all that time. THis pyssed me off no end. Total amatuer hour to not have your costing down very early in the development process, but to string the market and shareholders along for a couple years when you know its a dead issue is almost criminal mismangement.
So to answer yopur question if they get a Q10 deal we are double or better if not it will still be between 40 and 80 cents