ONE YAHOO POSTERS VIEW Based on sales of antibioti
Post# of 72440
Posted On: 10/20/2013 9:12:07 AM
ONE YAHOO POSTERS VIEW
Based on sales of antibiotic compounds and recent billion-dollar acquisitions that reflect the value of new antibiotics, we are very excited and believe that an FDA approved Brilacidin would capture a significant share of the ABSSSI market, due to its unique attributes, including short-course therapy. With ABSSSI as the lead indication, followed by other possible uses for infected wounds, bone, joint and blood stream infections, Brilacidin could fill a large void in the dwindling global portfolio of effective antibiotics. Our strategy includes capitalizing on the Generating Antibiotics Incentives Now (GAIN) Act, which, combined with other government efforts, is positively changing the regulatory climate in the developmental of drugs like Brilacidin."
....TSRX deal was worth $818M on 52.77M shares for 15.50 includes CFR fully paid out!
A CTIX comp at 117M shares currently at the 30 day MA=1.80*117=$211M in MC!
That would imply Bril could be worth 4x in future value based on the MC/ TSRX buyout by CBST if all things were equal between the two compounds which are interesting to compare but the synergy one sees w/ Tedizolid and Dificid in C.diff super infections....is quite unique and probably has much to do w/ why CBST bought TSRX..that JS sold the co. so CHEAPLEY is another question for another Time.
...I think Bril could be a $1B asset and if so and we apply a std 2x sales multiple than $2B/117M shares well U get the picture at $17/share! Lets say Im wrong and BRIL is only worth $500M/year than 2x=1B/117M shares is still ~$8.54/share!
If Im totally off base, the drug works and gets only limited INHOUSE USE for ABSSI in short course Tx than 50% of that is still 250M/year and that is imo ground floor valuation at $4/share.... if no safety issue present and efficacy is proven. So U guys tell me what B is worth range is $18-$4? If Roche partnership news is accurate than over $18 is correct imo!
Based on sales of antibiotic compounds and recent billion-dollar acquisitions that reflect the value of new antibiotics, we are very excited and believe that an FDA approved Brilacidin would capture a significant share of the ABSSSI market, due to its unique attributes, including short-course therapy. With ABSSSI as the lead indication, followed by other possible uses for infected wounds, bone, joint and blood stream infections, Brilacidin could fill a large void in the dwindling global portfolio of effective antibiotics. Our strategy includes capitalizing on the Generating Antibiotics Incentives Now (GAIN) Act, which, combined with other government efforts, is positively changing the regulatory climate in the developmental of drugs like Brilacidin."
....TSRX deal was worth $818M on 52.77M shares for 15.50 includes CFR fully paid out!
A CTIX comp at 117M shares currently at the 30 day MA=1.80*117=$211M in MC!
That would imply Bril could be worth 4x in future value based on the MC/ TSRX buyout by CBST if all things were equal between the two compounds which are interesting to compare but the synergy one sees w/ Tedizolid and Dificid in C.diff super infections....is quite unique and probably has much to do w/ why CBST bought TSRX..that JS sold the co. so CHEAPLEY is another question for another Time.
...I think Bril could be a $1B asset and if so and we apply a std 2x sales multiple than $2B/117M shares well U get the picture at $17/share! Lets say Im wrong and BRIL is only worth $500M/year than 2x=1B/117M shares is still ~$8.54/share!
If Im totally off base, the drug works and gets only limited INHOUSE USE for ABSSI in short course Tx than 50% of that is still 250M/year and that is imo ground floor valuation at $4/share.... if no safety issue present and efficacy is proven. So U guys tell me what B is worth range is $18-$4? If Roche partnership news is accurate than over $18 is correct imo!
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