Theralase Technologies Inc. V.TLT

Waiting mode...

[wildbird1]

Nobody is really selling or buying big stack of shares. The shorts are down big time, the shorts seem to be betting on good results.
Look like everybody is waiting for results.

Keytruda is not a real competitor.

Keytruda                                           TLT

-High toxicity                                      - Low toxicity
-Low CR %(19%)                               -With the new optimized treatment..a much higher CR% is 
                                                           expected.
-High number of treatments                -1 or 2 treatments.

Unless somebody can find a real competitor, TLT for now is alone with a phase two treatment that target the worst of the worst bladder cancer patients.

Some people are talking about a buy out by big pharma.
TLT seem to be heading for a partnership. In TLT Corporate presentation (page 13), TLT said " Partner with big pharma to commercialize".
The advantage of a big pharma partner is TLT get a huge amount of money (many hundred of million $$$) as the deal is signed, and each year TLT get royalty on each patients treated.
Multiply the above for each new cancer treatment that TLT develop and get approved by the FDA.

[Gooseybear]

Still waiting and suffering after my 5th TURBT yesterday. Bladder cancer people know what I'm talking about.

[Oilminerdeluxe]

Keep fighting.

[fredgoodwinson]

Any way you might now qualify for the Trial Goosey?

[Gooseybear]

I'll see about the trial once the biopsy results come back.

[fredgoodwinson]

Sure. Best of luck.

[enriquesuave]

Get well and best wishes for recovery.

[ggrellette]

In the great words of Winston Churchill............................ "We shall never give up" Stay Strong and best wishes for recovery.

[Gooseybear]

 Cancer has returned. Headed for 26th BCG treatment. Get ur done TLT 

[Oilminerdeluxe]

Sorry to hear, man. Fight best you can.

[BlueFranky]

Sorry to hear..thoughts and prayers coming your way!

[99942Apophis]

Really hope you can get into this trial Gooseybear if so you will be their most knowledgeable patient,  good luck!

[digitalstone]

Sending prayers to you !  Keep the faith Gooseybear and battle on.

[Gooseybear]

Thanks for the thoughts and prayers.

[CancerSlayer]

  Nice post wildbird1 Just to be clear, the CR rate for Keytruda was 41%.  However, the CR at 12 months (durable response) was only 19%.  As you succinctly alluded to, I still question if Keytruda even warranted an approval simply based on its risk:benefit ratio & the fact that this expensive treatment will only be used for a select group of patients in an already highly

[99942Apophis]

I couldn't agree more guys! I strongly believe Theralase's first year into commercialization of their treatment will gross profits of at least 500M  so for a buyout to succeed it would have to be a hugh multiple of that plus for future indications and also include a decent percent of shares of the buyers company, sleep well, live long and prosper. CancerSlayer wrote    

[CancerSlayer]

I also think the pandemic has paradoxically, but positively, changed the approach to biotech valuations.  Despite the early pessimism & macroeconomic impact the pandemic had on many sectors, the biotech sector continued to flourish with record interest/investment over the past 2 years.   Society & many of its institutions seem to be undergoing a major shift in priorities &