regarding a buyout price. I know we have brought u
Post# of 72440
Posted On: 01/26/2013 7:17:29 PM
regarding a buyout price. I know we have brought up Pharmasset multiple times, but in a way its kind of comparing apples to oranges when you consider their drug and limited (compared to kevetrin) target market. Given that they were bought out for 137 a share makes for a quick go to comparison to what we hope for, but it doesn't paint the whole picture.
Look at what is happening right now. Leo and Dr Menon are relatively quietly and efficiently starting to build an absolute showstopper of a portfolio for kevetrin. All of the multiple studies, trials, and combination with some of big Pharmas own drugs is building an intricate and complete web that is woven right into the fabric of the oncology industry. Once these trials start to deliver results on multiple fronts, multiple streams of huge revenue start to be validated for big pharma and SP and buyout expectations escalate dramatically. In other words, the bean counters start to get excited and start to pull the lever to open those huge bank accounts for this can't miss "next lipitor".
By the time Leo calls big pharma and tells them he is ready for them to come and negotiate with him, he will have incredible leverage at the negotiating table. This will come from the wealth of data that he will have from all of these trials showing multiple multi billion dollar revenue streams in someone's future.
Big pharma (and i am talking ALL of the BIG players) will collectively realize that they can't NOT have kevetrin in their portfolio, as it will not only be ground zero for the next generation of cancer treatment, but it will also validate and "supercharge" some their existing "best" treatments, which will now merely serve as a compliment to the oncological force that kevetrin will be.
When all those smart guys at those big pharmas get in a fancy board room and they realize how ridiculously profitable this drug will make their company, a frantic and potentially irrational bidding war will ensue, and fortunately for us our CEO is a finance pro and he will let the dog fight play out as long as it needs to in order to get the 150-200 per share valuation that is easily attainable with the data to justify it.
The only question on the actual buyout price is how long Leo will wait until he wants to start the bidding.
Look at what is happening right now. Leo and Dr Menon are relatively quietly and efficiently starting to build an absolute showstopper of a portfolio for kevetrin. All of the multiple studies, trials, and combination with some of big Pharmas own drugs is building an intricate and complete web that is woven right into the fabric of the oncology industry. Once these trials start to deliver results on multiple fronts, multiple streams of huge revenue start to be validated for big pharma and SP and buyout expectations escalate dramatically. In other words, the bean counters start to get excited and start to pull the lever to open those huge bank accounts for this can't miss "next lipitor".
By the time Leo calls big pharma and tells them he is ready for them to come and negotiate with him, he will have incredible leverage at the negotiating table. This will come from the wealth of data that he will have from all of these trials showing multiple multi billion dollar revenue streams in someone's future.
Big pharma (and i am talking ALL of the BIG players) will collectively realize that they can't NOT have kevetrin in their portfolio, as it will not only be ground zero for the next generation of cancer treatment, but it will also validate and "supercharge" some their existing "best" treatments, which will now merely serve as a compliment to the oncological force that kevetrin will be.
When all those smart guys at those big pharmas get in a fancy board room and they realize how ridiculously profitable this drug will make their company, a frantic and potentially irrational bidding war will ensue, and fortunately for us our CEO is a finance pro and he will let the dog fight play out as long as it needs to in order to get the 150-200 per share valuation that is easily attainable with the data to justify it.
The only question on the actual buyout price is how long Leo will wait until he wants to start the bidding.
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