Theralase Technologies Inc. V.TLT

Big Pharma Question for The Resident Experts

[plantrader]

Is it generally true that big pharma tends to prefer to let the smaller companies struggle on their own until such time drug/treatment approval is achieved, before making a buyout offer, as a way to de-risk their investment? This obviously could mean waiting longer & it definitely means they'd pay a lot more. For more of a sure thing versus spending much less (much sooner) on something that's riskier & might not pan out.

Is that generally true? Or is it generally the opposite, they'd prefer to pay less and assume more risk to obtain a less mature solution sooner. Shotgun approach. Or is it impossible to answer that question because it depends on context and no such generalities to be drawn?

I thought some of you who've been into that pharma industry for many years might have insight on this.

[ScienceFirst]

Plantrader1 ... Thers no single pattern.  It all depends on a lot of factors. Sometimes they have no problem to pay more for something that has proven to have delivered real values, sometimes they will take a risk to go in earlier  for whatever reasons. These are always complex deals  no matter what.

[plantrader]

SF, thanks for the reply and perspective. I suspected as much. 

[frebeach1]

Why would big pharma  be interested in a complicated proceedure vs a pill they can easily manufacture and distri ute. Dave at Bare Oaks

[Mikee3003]

frebeach - Very simple......For big pharma the biggest risk to them is missed opportunity.

[enriquesuave]

There is no pill produced by big Pharma which treats cancer effectively.  Immunotherapy is IV with lots of side effects.  A One and Done treatment that is simple and uses pretty much the same standard equipment urologists use should be an easy sell.  Plus we have RUtherin  

[ScienceFirst]

Nice point Enriquesuave to mention that, for urologists, our treatment is not much different than what urologists are familiar with;  they insert the instruments (fiber optic) in the urethra, they instill the pdc like they do with BCG for example, the dosimetry software is simple to understand and automated.  Then, they wait 1 hour, just like in the picture we see in the TLT presentation

[ScienceFirst]

The "1-2 and done" concept will probably capture the curiosity of many urologists to try it and become the goto treatment if efficacy data is deemed superior as they will increase their clientele by being able to treat more patients.   

[Rumpl3StiltSkin]

And didn't TLT design the TLC-3000 with radiology techs in mind? So they could get into it quickly? Yes, someday there will be a shot or pill or sublingual lozeng. Until then I think TLT should have SoC for several Cancer indications. Just need to finish that GLP work. Aren't they also lining up the possibility of using this tech for not just Covid and sheathed Virii, but also bacterium

[Oilminerdeluxe]

Any thoughts on when the next update on company related happenings might occur?

[TimboBaggins]

Feb?  :( I really can't see anything of importance before then. But suits me well since I plan on getting a couple more shares on the cheap.  

[Oilminerdeluxe]

You might be right on that. Well, the new year is soon here. 

[Mikee3003]

This morning while preparing this winters firewood at the cottage I found myself deep in thought regarding the comment made earlier today by frebeach about a pill. I suddenly found myself repeating these famous lyrics from the 1980's. I'm sure many of you will remeber this. I want a new drug, one that won't make me sick or make me feel three feet thick I want a new drug,one that don

[Eoganacht]

Following the M&A money, by phase and therapy area This almost 4 year old article makes several claims about buyouts:    "A second look at where the deals are happening in terms of therapy areas shows a predominance of oncology buyouts"   "...in most cases acquirers still want to see phase II data before pulling the trigger."   "

[BlueFranky]

Ego.... To that end, is there anyone amongst us who does not feel that we presently offer more than sufficient and compelling data? Good Lord .. somebody remind me why we're still sitting at this price point..

[plantrader]

@Eoganacht, Thanks for the compelling perspective. If that's true of the industry, and if the data as reported is on the up-and-up then things could get exciting soon. If big pharma like to buy after positive PII data, then one might think TLT would already be in talks. In light of that, it's hard to reconcile such a low market cap though after some of the promising results the company has

[Legit62]

The key wording is "Convincing Data", ballgame over , we are in the crosshairs and once the convincing data comes out, no stopping us.Great post Eoganacht