Theralase Technologies Inc. V.TLT

Exceptional Value

[leste3221]

Theralase's product is significantly better than Merck's competing product, the acquisition price would reflect its superior value and market potential. Here's a breakdown:

1. Exceptional Value of the Product: If Theralase's product outperforms Merck's by a wide margin, it could dominate the market, allowing Merck to:

   • Capture a larger market share.
   • Reduce R&D costs for its competing product.
   • Secure a long-term competitive advantage.

2. Current Valuation: Theralase’s market cap (e.g., CAD 50–100M) and financial position would set the baseline for negotiations. However, the superior product's potential would justify a substantial premium.

3. Industry Acquisition Multiples:

   • 5–10× revenues if the product is already commercialized.
   • 2–5× peak annual sales projections for products still in trials.

   If Theralase’s product has the potential to generate CAD 500M annually at its peak, Merck might reasonably pay CAD 1.5–3B, or even more, depending on competitive factors.

4. Comparison to Similar Deals:

   • Merck paid $10.8B for Prometheus Biosciences in 2023 for a promising product pipeline.
   • Sanofi acquired Kadmon for $1.9B in 2021 for a product with strong future potential.

Estimated Price Range

Given the significant superiority of Theralase’s product, a reasonable acquisition price could be between CAD 1.5B and 3B

[Alamir1111]

500M as its peak that would roughly translate to 2000 patients treated yearly at 250000$ 

[gojotv!]

I love how Big Pharma's plants come to this board to try to sway investors to agree to acquisition... You're not listening. TLT longs are't looking to be bought up by some international firm for pennies on the pennies on the Canadian (lower) dollar. We want our own, Canadian Big Pharma-Tech corporation to keep high-paying jobs here and to go keep oncology costs down, saving and even

[chry200030]

But a buyout for $200 per share U.S. I wouldn't sneeze at.  !!

[gojotv!]

I'd hold out for $500 U.S.  The cost to the country of selling would just be too great. And remember, it's not just Ruvidar, it's Laser tech equipment, too! Such a variety of jobs to keep in Canada! The value of the cure for cancer? Hundreds of billions. The value of setting goals to motivate the youth to pursue their educations? Priceless. This could be Canada's century at

[bmk211]

Ruvidar and all of the technology/research discoverd through Theralase are definitely more valuable than the bladder cancer market.   There is no question.   We are talking about great results with 1 or 2 treatments limited by the clinical study being done with 100% safety.    Just think what will be improved and unlocked in the future.  CR rates will be much

[Legit62]

Great point but just imagine hitting the cancer when first diagnosed instead of after everything else fails treatment and all the wasted and painful time , costly treatments,side affects ETC

[charlierock]

$500 USgojo? I like your enthusiasm but cool your jets just a little. We haven't even seen a dollar yet and even though the data is world class, nothings a slam dunk being at the mercy of the FDA. This is high risk high reward and I'm making a bet with my share count in the six figures that TLT will be a success. If we're successful I think there will be joint ventures and an eventual

[Alamir1111]

500 usd =717cdn that would get me 500 mil on my tfsa.i think cra  would make up new rules to get some of that $

[bmk211]

a $200 U.S.  is 70 billion dollar buyout if fully dilluted there are 350,000,000 shares. 

[DeathXray33]

"Irish vaccine plant"

[Maxcitrac]

gojotv I fully agree, as Theralase Ruvidar data are getting better and better, more posters are coming on board and right away they are talking about selling Theralase to big pharma(acquisition). Dr LBiati was brought on board to sign a Joint Venture deal with a big pharma, not to sell Theralase to a big pharma. A joint venture deal will give Theralase the money needed to become a very big

[Kayz88]

This is great - Can you post that on reddit? Possibly for /r/UndervaluedStonks/ I'm not against posting on Stockhouse, but this place is a vaccuum, we are all already on board, it'll be good if we can get new/more eyes on it. We all know and believe in the science and technology, we all have a valuation target in mind. We all do our own DD's (great DD's at that) - let's share

[bmk211]

Would it be wrong for you to copy it and just add it to your post?  The user account doesn't have much activity on here 

[Kayz88]

Someone else should do it. Wouldn't be good form for OP to keep adding to post with new info.  More than happy to create a new post after a few days.

[bmk211]

true

[Alamir1111]

Oh I know the feeling f twitter facebook genx  fda  government  hca  bp institutions reddit pumpers bashers who  sh penny flippers shorters  manipulaters etc the list goes on.

[fecats]

Leste3221,  Your numbers are spot on for tx for NMIBC.But there is no way that 1.5-2 B would take the whole package . Too much other stuff in the pipeline.