Theralase Technologies Inc. V.TLT

Commercialization phase - Jan 2023 to December 2025

[ScienceFirst]

P. 12 of the most recent presentation shows that they expect Breakthrough designation a bit before 2022 year's end.  Like around late November.  They also expect "commercialization phase" starting Jan. 2023, through December 2025. 

Given that FDA and HC approval is due late 2025, my take is that they expect to have Breakthrough AND Accelerated Approval (AA) early 2023 (i.e Januray 2023) and that this "commercialization phase" would bring revenues, whether from AA designation or from an upfront payment related to a jv (a jv deal that would already be agreed upon).  There's no other reasons that could explain this "commercialization phase".  That's the only rational explanation.  So valuation is coming soon.

Theralase corporate presentation - April 22, 2022

[Eoganacht]

That's how I see it too. I think Theralase is expecting to be granted accelerated approval in early 2023 so they can begin commercialization. The rest of the trial will just serve to confirm the clinical benefit that was the basis for early approval.

[LaserStock29]

Just hope we got a sweet $2 pps by the agm

[Eoganacht]

I think there will be a lot of long awaited progress in 2023. Along with significant stock price appreciation, there may be revenues from commercialization and/or upfront payments from a jv. This would allow for, (animal research having been completed), phase 1 trials for the Covid-19 vaccine, NSCLC and/or GBM and possibly more. There's a long list of IP waiting to be exploited - including the

[ScienceFirst]

Eoganacht ... Yep!   Rights to Ph. 2b data is worth approx. 900MM$, more or less.  So we will receive an upfront payment that will be used to move forward more indications (COVID-19, NSCLC, etc ...), with the support of the Li Ka Shing Institute. Valuation is around the corner.  No doubt.  A Breakthrough designation is worth something very valuable.  Just ike a

[Oilminerdeluxe]

Roger is allowed back as CEO Jan 1st?  If so, perhaps around then things will suddenly speed up at lightning pace :-)

[LaserStock29]

Starting to read like the old .20c to $20 Just wait until 8 more months Just wait until 2023 2024 2025 oh yeah remember the 2026 market. Lol Then I say theres a nice $2 middle we all agreed on at the 2019 agm would be the hardest to achieve. Come on man minimum $1 by agm

[Rumpl3StiltSkin]

Laserman, I think, as the improving CR % numbers continue to come in, it will become obvious that TLT will be some Pharmas JV play. At minimum. There is still a chance for TLT to stay independent. I don't know which at this point is better for SP/Share Holders, TBO.  I do think SP will hurdle your $2 CAD at some point. I hope in 2022. :-)

[LaserStock29]

The good thing here is what is for sale..  TLD-1433 is what is in Trial and for sale Rutherrin is NOT and is not.  So what is independence? Is it doing a licencing deal for each indication Is it taking the first deal for TLD-1433........ then trusting Queen McFarland on TLD-1633 and other compounds? Dont we have the patent on thousands of combinations of those molecules

[Rumpl3StiltSkin]

I don't mind If They JV or sell/license 1433 for NMIBC and then hold onto Rutherrin for all of the Solid tumor indications that will follow. I think that would work great. I would call that deal mostly independent. True independense is getting a big grant/order for the Covid vax/treatment from Public Health Canada so they don't have to JV on NMIBC.

[LaserStock29]

Patents on molecules means we hold a 6 shooter...... fire off one to a pharma and you have 5 independent bullets remaining. If the Pharma wants all 6 bullets...... they have to pay big.. very big.   That's why all the work done in 2017-2019  on 5-6 different indications were done I hope Dr.Mandel has found time from 2019 AGM saying Toxicity studies need to be done to finally

[Rumpl3StiltSkin]

Yeah, I'm glad they appear to be moving forward on GLP, non-GLP finally. Need that done! IMO.

[ScienceFirst]

They have to jv for NMIBC as they have no distribution network, no access to uro-oncologist offices.   That's why upfront payments and royalties exist.  They bring revenues faster than trying to develop a network from scratch.

[99942Apophis]

ScienceFirst wrote They have to jv for NMIBC as they have no distribution network, no access to uro-oncologist offices.   That's why upfront payments and royalties exist.  They bring revenues faster than trying to develop a network from scratch. Interesting thought ScienceFirst, they have already Lee Ka Shing Institute plus people within management that are capable to setup such a

[ScienceFirst]

The cost of building a network of distribution is enormous.  It also takes time to reach these urologists out there, get their attention, etc ....  That's why you see all those jv with big pharmas.

[ScienceFirst]

But it's obvious that we seem to have that much needed solid partner in Li Ka Shing, directly or indirectly.   Clearly, the establishment of Theralase Research Center last year has something to do with that.   Possible that it is to feed Li Ka Shing's owned pharma, in one way or another, by enabling the advancement of other indications in order to maximize our valuation over

[jmm1228]

How will TLT carry on the establishment of a full scale market ing/manufacturing/distribution operation with the assets presently at hand?  What is the best way to establish such expediently given the current lack of these vital capabilities and the long dwell time to establish. The learning curve is steep! What entities believe they are best positioned to handle the matter? Stay

[LaserStock29]

Endocyte asked the same questions.. turns out 2.1b answered that question for their radionucleotide and made shareholders happy not some existential question about how with a few million engaging in a deep conversation about learning curves and capabilities. the answer is.. TLT has gone as far as it can go...... the PP in 2019 was for NMIBC and that's it..  luckily the Phase 2 is

[Rumpl3StiltSkin]

Will it be a Big Pharma deal? A Medium/Big Biotech? Or a Covid deal with Public Health Canada?? Any improvements on ANY front should lead to one of these...

[Rumpl3StiltSkin]

Interesting Guys, Won't part/most of this 'Network', necessarily, be created IF the Covid vaxx moves forward with Canada Public Health? At this point it is a big IF...  Yet TLT will have the money $$ and at least the manufacturing would be setup. I think it would be hard to keep the matter quiet that a Canadian Cancer drug is being used to fight Covid.

[ScienceFirst]

If launching the distribution of its own drugs was so easy, big pharmas would not be that big as all biotechs would have done it.  Which is obviously not the norm.  That's why the jv route is the most productive one for biotechs.  They avoid having to set up a sales team force, don't have to invest in costly marketing campaigns, don't have to pay competitive salaries to