TELESTA THERAPEUTICS INC T.TST

Annual gross margin of global top 25 pharmas in 2014

[rgonlyfactspls]

Several big name pharmas with a strategic focus on cancer treatments and oncology in particular, are below the "AVERAGE" gross margin level of these 25 pharmas that made the list. Surely Telesta, with MCNA at a margin level of 90-95%, will be like a drug they must have (once/if MCNA approved by FDA). How could they tell their shareholders they did not seriously consider acquiring Telesta???...unless Tele$ta becomes too pricey very quickly. GLTA --- https://www.statista.com/statistics/473429/top-global-pharmaceutical-companies-gross-margin-values/ --- Also, see second link for additional info relating to large biotechs' gross margin levels in Q1-15 --- https://www.statista.com/statistics/274572/gross-profit-margin-of-united-states-biotech-companies/

[RetailRube]

90-95% gross margin sounds quite high considering we have to pay Endo a 5% royalty on global revenue.  Margin will be high, but I will believe it when the company discloses it in writing, or I can analyse the actual results when they have revenue.  Which could be soon.

[RetailRube]

Nonetheless, RGFacts, I rated your post a 5.  Thanks for contacting the analyst and letting us know what he said.

[txbioinv]

Fortunately, there is a cap on the Endo deal............cannot remember exactly if its a time frame from when commercialization commences and/or a specific dollar amount, 10 yrs I believe. Its not forever. I wish we would do our own investigation why MCNA was in a Phase 3b that virtually was impossible to conduct; I would start with ex leadership that's been ousted ..........scuuumbaags. GL

[13PunterDog]

I can confirm it's 10 years from first sales. I looked at it last night in the news section of Stockhouse, the 7th or 8th page I believe. Yes they railroaded us with one big railway tie up our azz in the Phase III B.Scumbags is a rather milder term I would use. Also , Paladin ( now Endo who bought them ) has royalties ( 5% ? ) for Canada, Mexico, and South Africa, don't forget. Thus they

[cheetio]

Does anyone think that this management team would split 15:1 before ADComm meeting........ha.......watch and see

[DryBones]

Punter.  If I was management at TST, I would llft a finger to getting mcna approved in Endo's market area:  Canada, South Africa and Mexico.  Let Endo come back to the table and beg.

[13PunterDog]

Actually Art, I totally agree with you , to he!! with Canada, South Africa and Mexico for MCNA. I'll just have to go to the South of France for my treatment in 25 years after all the tax free money I make from this. Could go to the States, but been there a few times too many. I was just trying to put it in a more nice way so someone doesn't freak out  on me not wanting it for Canada.

[txbioinv]

Punter, thanks for confirming the 10 years, much appreciated. I still believe old bioniche leadership and old endo leadership were 'on the same page' if you know what I mean....................GL longtimers