TELESTA THERAPEUTICS INC T.TST

Lets have some Valuation fun...

[beechguy]

It's hard to fathom w/ our gruesome chart, but every ridiculous high flier, had a miserable stock chart at some point. Since fantasizing can be fun, here we go... Here's (ir)rationalization for a 214 (yeah I said it) bagger from the .14 all time low (this is for you Rube). If you assume FDA approval happens and (there is no real reason to think it won't - MCNA's efficacy is 150% higher than the already approved Valrubicin with only 1.5% of patients experiencing "mild to moderate side effects" (Valrubicin is > 30%). Lets also assume the independent analysis of 400mm peak revenue in the US is a fair number. (at 45k per patient, that is 8800 patients - only 20% penetration of refractory to BCG patients - who's only real treatment remaining is bladder removal). That is with no off label, no EU, no South America, no Asia and no pre-existing BC patients of which there is 700,000 in North America alone. So really the peak revenue could end up being well over a billion world wide (not a year after FDA approval, but 5 or 6 years in perhaps) So if we had a billion in revenue and used the average of the last several biotech tech deals I read up on, (5 times peak revenue) our valuation could be (assuming 210mm shares O/S and no more dilution - I know a stretch) $24 USD /share ($30 CDN). It all starts when we break through the seemingly impenetrable wall at .40. When it does, thing should get very interesting very fast. Hang in there, it's going to get fun soon methinks. GLTA beech

[ChiefCommander1]

This post has been removed in accordance with Community Policy

[18tee20]

More valuation fun with MCNA Beech...  Obviously a $30 CDN valuation is quite the stretch with everything going perfectly, but isn't it fair to say that there is also quite a lot of additional value in whoever takes over the MCNA platform?   As you noted, your valuation does not even include any off label use, no EU, No South America, no Asia, and no pre-existing BC patients

[Jasl]

Immunocidin was the drug. I was just searching for that two days ago and can't find it for sale by anyone. It's not on vet quinonel web page.  Does anybody remember who owns the rights to immunocidin.  Thanks jasl

[18tee20]

As I recall, the subject of whether the rights to selling Immunocidin along with all the other animal health products at the time that portion of the business was sold to Quinonel was never specifically addressed by Bioniche at the time.  As I was curious about that aspect at the time of animal health sale, I was alert to any announcement about Immunocin and/or MCNA rights for animal health

[blartar]

RIGHT ON BEECH   I agree about breaking above .40 ( when we break through the seemingly impenetrable wall at .40. When it does, thing should get very interesting very fast ) I'm just hoping that we break .40 +  after the BLA submission or before so the Sept/2015 wrts. come into play to supply the company with CASH. then they won't have an excuse to do a PP to enrich

[DamnYankees]

Could be a potential partner or buyer holding it down Blartar. It could be the MM who wants the next financing at these levels. It could be 2 school kids with their lunch money. It doesn't take much to suppress a stock that no one is aware of or cares to investigate. I have also been told that current owners are all overweight and tapped out. If that is the case they might want to hire an IR