TELESTA THERAPEUTICS INC T.TST

AdCom

[HighteawithIntrepid]

The FDA's web page shows no conflict of
interest on the committee being declared.

[DamnYankees]

HT, has the makeup of the attendees been disclosed? I have not seen it if it has. I would be pleased to see Endo representation there on behalf of MCNA. Despite the history of the two companies Endo has the perfect structure and distribution profile to execute the go to market US launch of MCNA. I am not sure how many people here have been involved in an introduction of a pharma product into the

[blartar]

did TST not just hire an experienced marketing and sales infrastructure team ?.  Telesta Therapeutics Appoints Brian J. Groch as Chief Commercial Officer  As Chief Commercial Officer, Brian will be responsible for leading the development and execution of Telesta’s commercial strategy beginning with the U.S. commercial launch of MCNA1 for 2nd line high risk non-muscle invasive

[DamnYankees]

They have a guy. Singular. And are hiring some reps. For my money I'll take the ready made US distribution team over the start from scratch canadian option. But I know many people here are not Endo fans. It certainly looks like they are thinking of going it alone. It's a nice Poker chip in negotiations with your partner or buyer

[greenbacks]

Outsourcing the U.S. does not make good business sense. Otherwise TST is only a 100% royalty/licensing play and we might as well cash out now. As they will only get at most 20% of the 95% margin on a $400 B/year potential market. That is approx. 60-70M. x low multiple (4-6) as growth is limited in a royalty structure. My swag is 250-400 M in market cap.   Telesta will keep the U.S. market

[HighteawithIntrepid]

My SWAG: We will make a deal to licence Japan get a few more million up front and some milestone payments similar to the IPSEN deal. If a Japan deal is not done until after the 18th and we get a yes the upfront  payment will be larger and my guess is IPSEN will hand over some more cash ( a good question for the AGM). Don't forget Japan follows the FDA on most things. Then we have more

[13PunterDog]

Agree with Greenback and you HT. We will get first line through the backdoor of second line approval. With the inevitable further manufacturing problems with BCG, doctors and patients will choose MCNA for first treatment. If MCNA can cure up to 35% of the patients who fail toxic BCG treatment , they will just go with it other  than wait for BCG. Remember, the MCNA trial was for refractory

[cheetio]

doctors and patients will choose MCNA .........ya right...just like worldwide acceptance of ecoli vaccine......haahaa

[cheetio]

.2008 Bioniche has begun a $25-million expansion at Dundas Street East and will be hiring at least 100 new workers over the next two years so it can produce 60 million to 80 million doses of the new vaccine annually to supply the international market.

[cheetio]

acquired the $25 million needed for its expansion, including $10 million from the Ontario government and another $5-million federal government loan................

[investderp]

You want to bring someone from Endo to the AdCom meeting? You know AdCom means Advisory Committee, not Advertising Committee, right?

[cheetio]

did TST not just hire an experienced marketing and sales infrastructure team ?. .........yep Head of Market Access Payer and Trade Strategy Dendreon 2010 2013 (3 years)