RE:RE:JV with Merck's Keyteuda a bad idea... Gojotv and Maxitrac maybe $200 shares is way overkill.
Although it all depend on the market exposure.
If you take into account only bladder cancer, ok $200 shares is way overkill.
But as in this article on Theralase exposure...
Theralase adds cancer immunotherapy to potential revenue streams | 2024-06-18 | Investing News | Stockhouse
In this article it said, Bladder Cancer market is US$5 billion, plus Immunotherapy market US$125 billion, plus Chemotherapy market US$157 billion, plus Lung cancer market US$30 billion, you end up with TLT having an exposure to over a US$300 billion market.
With the possibility of having exposure to a US$300 billion market, maybe when TLT has the money to attack these market(could be sooner than we think), then a $100/$200 share is not out of reach.
For now we have to stay focus on bladder cancer, for the other future market, with money in the coffer,TLT will have a lot of big upside.
You also have to wonder if a Big Pharma when negotiating with TLT, will take into account this huge US$300 billion market exposure (that is a tough and expensive $$$ question?)?
Maxcitrac wrote: I like the $200.00 target price, Theralase will get there one day.
As for immunotherapy, TLT compound(Rutherrin) work with Immunotherapy as specified in this link.
2024-06-18 | Rutherrin(R) Increases Efficacy of Immunotherapy Preclinically | TSXV:TLT | Press Release And immunotherapy market is approximately US125 Billion a year, and Theralase will certainly one day grab a chunk of it.
gojotv! wrote: When business hounds try Science, crazy ideas abound. I'm reading here that some want to JV with Merck and "combo" Ruvidar with Keytruda...
The idea doesn't work on so many levels.
First, Keytruda is an immunotherapy, where Ruvidar is a targeted cancer killer.
Second, Keytruda's patent expires in a couple of years, before Ruvidar's usefulness in other cancer therapies can be fully developed.
Also, Keytruda has toxicities which Ruvidar aims to eliminate from oncology.
And most of all, Ruvidar is currently being tested in a "two treatment" protocol, which limits our results. In the real world, patients will be able to get Rividar until their cancer is destroyed - any time after the first treatment. Can you imagine how our "partial response" patients would do after 4 or 5 treatments? They'd be cancer-free, IMO.
So, enough with the crazy talk, let's aim for "Ruvidar - exclusive" treatment protocols, and a $200 share price.
And that is all.
Happy Holidays!