TELESTA THERAPEUTICS INC T.TST

Peak Sales of MCNA and potential.

[beechguy]

I don't buy for a second that 200-400mm is peak sales for MCNA. There are 80,000 new cases (along with likely 100s of thousands in current patients) in NA alone each year. 80% of them are NMIBC of which around 55% become refractory to BCG (current SOC). Their only choice is cystectomy (bladder removal along with Ostomy). So 80k x 80% x 55% give you 35,200 patients refractory to BCG. Lets assume a 50% market share (likely much higher as bladder removal is next step) . At a 35k price point (Provenge for refractory PC is 93,000) that is $616,000,000. With EU you can double those figures to 1.23B. I know a Urologist that refuses to administer BCG because of its toxicity and the need for a separate haz mat lab to administer it. There will be lots of off label. First line trial in phase 1 had a CRR of around 70%. So it is extremely effective in front line use. It is easy to forsee peak sales in the 1B to 1.5B range depending upon insurance coverage. Considering it is the most expensive cancer per patient of them all, that should not be an issue. They also have a post chemo adjuvant that gets white blood cell counts back to normal within 48 hours of chemotherapy. This is a multiple billion application for all cancers. This is the one that may really entice a buyout from suitors. Just my 2 cents. Buy now and buy often. .30s is so undervalued....$1 dollar is undervalued. No brainer at these levels. When someone big finally figures this out and the dummies selling pull their offers, this thing will run like we've never seen it before! GLTA beech

[1wascallywabbit]

But we all have known all that for years now, and still very little has happened to the Share Price except drop...if you discount the past 2 weeks... However, I don't think it will take much longer for this to fly. Sometime within the next 2 years (and quite possibly within a year) we will either be bought out or be multiple $$ per share.  The longer the Big Boys wait, they are taking

[IoftheLynchMob]

That is what you thought and were told by management while the share price was evaporating. What shareholders actually knew was that Endo cancelled a trial under mysterious circumstances later said to be recruiting. When Bioniche received the rights to Urocidin back they told shareholders nothing beyond the 3 line abstract presented at the AUA a year or two prior. A few potential sales figures

[RetailRube]

Lynch, I think you are saying that you are frustrated by the lack of published data on P3a.  Therefore we have little basis for calculating market potential.  You hope to get more data in the upcoming article on P3a results. I read the last published article, this being on P2 results.  It was published in the March 2009 edition of The Journal of Urology by Drs. Morales, Phadke and

[IoftheLynchMob]

Was frustrated, now as pleased as can be. The previous group of managers would not or could not seem to to get anywhere near a submission package. Had they it would have more than likely been botched in one form or another and we would still be dealing with the ongoing shortcomings  that were the hallmark of Bioniche until very recently.

[winx08]

RetailRube, you write: Bioniche likely is continuing to collect data on whether/when the cancer came back for those people treated during P3a. I am not 100% sure, but as i recollect it is mandatory to continue monitoring patients. For how long ? I will enquire about his next week (i know a guy who should know but he is out in algonquin) cheers winx.

[IoftheLynchMob]

RRube, I apologize but I missed the entirety of your post waiting to catch my train. When you speak of Dr. Morales authoring this journal article are you speculating or is that a fact? I had thought that Dr. Morales had retired a few years ago and was more or less washed aside with the management change. I am not sure whether new shareholders are aware, but Dr. Morales was instrumental in

[wussy]

BELLEVILLE, ON, Nov. 15, 2011 - Bioniche Life Sciences Inc. (TSX: BNC) (ASX: BNC), a research-based, technology-driven Canadian biopharmaceutical company, offers its sincere congratulations to Dr. Alvaro Morales who became a Member of the Order of Canada earlier this month in recognition of his contributions to advancing the field of urology, notably in the areas of oncology and sexual dysfunction

[IoftheLynchMob]

Hi Wussy, I do remember a big deal being made of his retirement. Also there was a recognition at an annual meeting after his retirement. But what I am unclear as to is whether he is still involved in the ongoing Urocidin project, either as a scholar or an active urologist. Dr. Morales was very much a visionary relative to Urocidin as an  alternative to BCG, or at least those unable to