[b][color=DARKblue]The value of BTD aproval for CYDY[/color]
Post# of 148187
(Total Views: 410)
Posted On: 03/06/2020 10:43:02 AM
The real value of a BTD approval, in our case, is simply put, that we receive validation from FDA.
No more Naysayers saying this does not work, this is "too good to be true", the science is not there … It is a reality Period.
In other cases, as BTDs are mostly given to BP they do not need it as much (average market cap of companies receiving designation is $138.2 billion since program started in 2012). However for us it will be very important. imo inflexion point.
Besides the FDA saying implicitly : “this company is for real” and “this drug is new and works and nobody else has it” comes the benefit of BP and institutional investors approaching like sharks in blood-stained waters looking to get a bite of whatever they can get hold of.
Quoting from https://seekingalpha.com/article/4314267-real...esignation :
Our potential patient population is large (both in HIV and Oncology), and, we are not a “pure play” as we might get more than one BTD. By the way, all the companies with 2 or more BTDs were bought up by big pharma.
We will be a blockbuster (if we are not already). From the same source:
So … buckle up and let's enjoy the ride !!!
No more Naysayers saying this does not work, this is "too good to be true", the science is not there … It is a reality Period.
In other cases, as BTDs are mostly given to BP they do not need it as much (average market cap of companies receiving designation is $138.2 billion since program started in 2012). However for us it will be very important. imo inflexion point.
Besides the FDA saying implicitly : “this company is for real” and “this drug is new and works and nobody else has it” comes the benefit of BP and institutional investors approaching like sharks in blood-stained waters looking to get a bite of whatever they can get hold of.
Quoting from https://seekingalpha.com/article/4314267-real...esignation :
Quote:
It is clear that getting a BTD adds significant value to a company. Based on historical averages, a pure play company with a BTD for a significant population could be worth $8.3 billion. Companies that meet these criteria should be thoroughly evaluated for their blockbuster (over $1.0 billion in peak sales) potential. Other companies should be evaluated for their potential as a platform technology and the ability to put up more than 1 BTD. The other thing that investors need to consider is that not all BTDs are created equal. There is clearly a correlation between the size of the potential patient population and the valuation.
Our potential patient population is large (both in HIV and Oncology), and, we are not a “pure play” as we might get more than one BTD. By the way, all the companies with 2 or more BTDs were bought up by big pharma.
We will be a blockbuster (if we are not already). From the same source:
Quote:
The key to understanding the effect that a BTD will have on a stock is related to its potential patient population. Valuation is very much tied to the patient population along with the expected revenues. Blockbuster status is defined as drugs that generate over $1.0 billion in annual sales. In general, this threshold, according to the analysis, seems to lead to a value for BTD drugs of $10.0 billion
So … buckle up and let's enjoy the ride !!!
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