TELESTA THERAPEUTICS INC T.TST

If Jason Napodano theory on a potential buyout happens...

[beechguy]

Berendt said at AGM there is between 15 and 24 instillations of MNCA every two years at $3000 per instillation. That is $45K/ patient (56K CDN). 80k new BC patients annually in US. 80% are NMIBC (64,000). of those 70% to 80% will become refractory to BCG within two years (44,800 x 70% is 31,360) at a 25% penetration (7,840 x $45,000 = $352,800,000 ($441,000,000 CDN) - on a very high margin drug with our own manufacturing plant. That is without taking into consideration off-label (that will be huge) the Canadian, EU, Asia or the 600,000 existing BC patients in the US currently. Of course they couldn't do this without a partner or a rental sales force... but you get the picture. Even a paltry 2 x peak revenue would be $5/ share. With discounting for FDA risk factored in $2.50 -$3.50/ share? Anyone with a better grasp of buyouts want to take a crack at it? GLTA Beech

[ragingbull1327]

The beginning and end of the story is that your stock is worth $12/share.    Period

[ragingbull1327]

I'm not sure you were around here when the "know-it-Alls" were telling me I was crazy to think the stock would drop to 0.22 from 0.30 two years ago.    I think they base a lot on hope.  I base a lot on numbers.   If you sell this stock for less than $12/per, you are leaving too much money on the table.   Just a word to the wise..... Maybe someone else knows.