TSX:SVA - Post Discussion
Post by
Stockfshr on May 18, 2022 3:06pm
Per Lukethetrader at ceo.ca sva board
Source: Smallcapstockpickingcanada
Currently, Evotec's small shareholders are pissed because Sernova is not a Big Pharma company and there is ZERO dollar upfront payment. Sernova's small shareholders are pissed because the partner is not a very big pharma company and there are no triple-digit upfront payments to Sernova other than the 20m euro investment. The fact that the combination creates a solution that could generate high triple-digit million sales in a few years and billions within a few years after market launch is probably understood by very few. Evotec may even tailor iPSC cells for other indications from Sernova in the future. I think that some companies have been forced into action after yesterday's news. There will be no further partner in the diabetes area. Those who urgently need Sernova's Cell Pouch System can already start calculating a possible takeover valuation or can cancel projects. The heat is on. There will be a bidding war for Sernova - hopefully not too early.
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