Theralase Technologies Inc. V.TLT

Multiple

[Camphikefish]

What would a multiple for a buyout look like on 118mil? X 6 maybe? I have no idea just asking since this seems to be a good round number in the orthopedic device space. I'm sure the multiple would be much higher in the cancer space with more indications coming. Just interesting to think about if 118 is a fairly solid number but it seems premature to me to only expect a 7% market share. Out of my league so simply throwing it out there.

[99942Apophis]

Hi Camphikefish,  118M is that net revenue or is it gross revenue? Lets assume its net revenue of which I believe is the worst case scenario.  To do a very rough estimate on potential share price take the 118,000,000 and divide probable shares after all warrants are exercised  300,000, 000 roughly = 39 cents a share earnings. Now we must apply PE (price earnings) ratio that this

[riverrrow]

My guess would be $118 million gross cost to patients, my guess after tax profit to TLT, $11.8 million.

[Alamir1111]

Just out of curiosity  when we talk 200000 $ for treatment is that split between practioceners and tlt ? 

[Alamir1111]

  Staff rent and inflation  insurence reputation is not worth anything under 75000 a pop treatment.imo

[Alamir1111]

Nice how is pre btd application doing?Hipotetecly speaking we are at .18 c  40 mil market cap no revenue nothing approved.But in 5 years 19 to 50 $ sp  like it

[chry200030]

Yeah... Can wait 5 years for $50. But doubt it takes that long.  Watch what happens when we get BTD. coming shortly..!

[Alamir1111]

btd lucky you get .50 c..3 days later back down to .30c.sell at .45  hope  you make some mullah  imo

[Alamir1111]

Anyof you exercised  January warrants?

[enriquesuave]

BTD and a licensing deal to follow should really move us up IMO   

[fecats]

Agreed 100% . My concern is when.

[Alamir1111]

Good idea to drag this pre btd out to August  than hopefully cashh in  in warrants  Rocket science

[wildbird1]

chry200030...you will find this link interesting, the author(he has 38 years experience in high tech & biotech) discuss what happen after a company get BTD approval. https://seekingalpha.com/article/4314267-real-value-of-breakthrough-therapy-designation In the first paragraph it is said " BTD usually increase valuation significantly". In the last paragraph under "

[99942Apophis]

Thank you wildbird1 your find backs my hypothetical share price projections within a reasonable range after Theralase completes commercialization of its first year and in my opinion capture a minimum of 10 percent of patient population. 

[BlueFranky]

Thanks Apophis.. please see your inbox.

[Rumpl3StiltSkin]

 BTD will certainly get more eyeballs on TLT, and yes, $$ will be easier. At least in the short term. I think most here are interested in the short term. In the long term they still have to prove some things but AA will solve most of that. No Idea when AA will happen but ptobably later this year. BTD will definetly make Dr. LBiati's job easier in setting up some sort of deal for TLT. And

[steamfitter]

The demand must be generated by the general public wanting the resolve that Theralase offers. When it becomes public knowledge the governments must offer the treatments. As well the people selected should be not at the worst condition. We would get more candidates that way. 

[judgesmails]

Wildbird, I like your analysis. Brought a smile to my face.

[Alamir1111]

10 years ago bencro bungee  skyhaek sht hawk and co predicted the same thing. .. 19 ..20 s

[Kayz88]

Here's what ChatGPT thinks: Possible Valuation Range: Assuming an annual revenue of $118 million, and considering the breakthrough status, you might look at a multiple ranging from 10x to even higher, such as 12x-15x or more, depending on the factors mentioned. This would suggest a valuation range of approximately $1.18 billion to $1.77 billion or potentially higher. -  Rule of

[99942Apophis]

Kayz88 those multiples of 10,12 & 15 are what you would assign to a senior slow growth giant company. That's why they are way off, watch the projected share price by analysts once they pay close attention to this company rather than a generalized one. However all is still good since its still hypothetical.

[Kayz88]

:shrug: - It's a multiple of the drug's value based on the $118 million revenue and 7% market share of a 1.54 billion industry. The company is irrelevant. 

[enriquesuave]

I wouldn't trust any numbers from these guys.  Once we get a Big Pharma partner, they will push for way more sales.  IMHO   

[Benedictus]

Thanks for that. It's actually a logical base case to consider. While 7% of market share seems quite low, I've questioned here, much to the chagrin of the cheerleaders, the possibility that the commercial landscape may not be so welcoming of this protocol and there will still be a post trial "battle" to be fought out. The CR data, while very encouraging, is not living up to the