RE:RE:Buyout numbersA buy out number?
Depens on when. The closer we get to approval the higher the price goes.
Once phase 3 start is announced. Regardless of how the busness model is structured.
THAT wlll be a HUGE validation of the machine moving forward.
Predictions of mine? Based on analysts assesments etc
Assuimimg a quick buy-out, being next few months, pre-partnership.
That would be $1.5 billion min.
Add-in the phase 3 start-up, alongside Roche, pick a number & double it.
Since Pela has now shown resutls with Mbc, Pancreatic and most recently colorectal cancers.
Add-in the background long awaited Car-T potential.
$3-$5 billion not out of the question.
Respectfully , we are talking a front line standard of care for Pancreatic as a minium.
Few of the analysts have even considered that data.
Today's news was excellent. Yes I agreee 100% no B.D. deal yet.
I did not expect that. Not even remotly possible to happen on the same day as the N.R. for data under embargo.
I do feel they have pre-determined contingencies.
Lets not forget the longer trm $85 million potential from A.N. partnership plus royalties.
Assumiing they get one of the many arms to market, the price goes up in multiples. Not pennies.
Few appriciate the upside of the acceptance of Pela as a co-therapy, early stage treatment.
The PanCan people gave $5million grant to look at yet another arm of co-therapy.for Pan cancer.
If that works, they have majority of the pancreatic cancer market.
As notable said, that alone is $billions/year in sales.
Wraping us as I started. A quick buy-out ( pre-phase 3 start) would be well above $1.5 billion.
Once phase 3 starts, that number grows considerably.