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Posted On: 05/04/2021 12:03:19 PM
Post# of 148899
Re: Goosebumps #88935
NP has alluded to the BO calculation a couple of times recently......20% of the total addressable market (TAM) for a P2 indication.
IMO, other than proving the leronlimab's MOA to themselves and us shareholders, this was the primary reason they initiated and pursued the P2 NASH, cancer basket and LH trials. These are three of the largest TAMs out there and largely with few or no/limited treatment options. Even factoring in a 50% NP discount to the 20% TAM calculation to say 10%, those 3 indications could fetch a $40/50 share price. Now, do I think CYDY will get such an offer given a $2-6 share price.....not a chance, but like Hulk if offered that given what I know today, I would gladly ride off into the sunset if it comes to vote.
IMO, other than proving the leronlimab's MOA to themselves and us shareholders, this was the primary reason they initiated and pursued the P2 NASH, cancer basket and LH trials. These are three of the largest TAMs out there and largely with few or no/limited treatment options. Even factoring in a 50% NP discount to the 20% TAM calculation to say 10%, those 3 indications could fetch a $40/50 share price. Now, do I think CYDY will get such an offer given a $2-6 share price.....not a chance, but like Hulk if offered that given what I know today, I would gladly ride off into the sunset if it comes to vote.
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Please do your own due diligence. All my posts and comments are not to be considered investment advice.
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