It's a team effort. I'm mostly posting on the Todo
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Posted On: 03/10/2022 5:33:09 PM
It's a team effort. I'm mostly posting on the Todos board as that is where the action is at the moment, but it will shift here as well. Here's my post from this morning and I have more to say later. Best to check out both boards.
Time to put on our thinking caps
We know the 3CL Pharma deal is closing very soon.
It's the split still 60/40?
What compensation will NCL Pharma receive for that 60%? We know it's not going to be FREE.
Shares, cash, royalty?
Often it's can be a combination of all 3
What would 60% of 3CL Pharma be worth?
Shares: $1M?, $10M? worth or something in-between?
Don't think it would be $10M as the market cap of Todos is $25M.
Cash: How much cash would exchange hands? Todos doesn't have a lot and selling shares to provide upfront cash would seem counter productive. Cash payments can also be payed out over time. With Todos getting 60% of the revenue, shouldn't be an issue. You'll find out what Q4 looks like with Tollovid shortly although it really started taking off in Dec even without the data.
Royalty: Some deals are double digits while others are single. Let's pretend it's 10% right in the middle of single/double digits. Is that 10% split 60/40? or the 10% comes out of the 60? Either way, if Todos has 1/2 or more of 3CL Pharma for a reasonable number of shares and cash, it's a good deal all around.
Remember, funding was going to be raised at the sub level so it would come one way or another out of that 60/40. That's a good thing as it ends the funding from Todos.
Lastly, what is the end game for 3CL Pharma? Partnership? Buyout? IPO?
Got good data. Got products on the market that work, selling really well. More product coming. EUA potential. OTC potential.
What would a Partnership, Buyout, IPO? be worth 12 months from now?
Even better question. When would you start on that partnership, buyout, or IPO?
For me the answer is easy. I would start the minute after the 3CP Pharma deal closes. Could even start a bit a head of that too.
Time to put on our thinking caps
We know the 3CL Pharma deal is closing very soon.
It's the split still 60/40?
What compensation will NCL Pharma receive for that 60%? We know it's not going to be FREE.
Shares, cash, royalty?
Often it's can be a combination of all 3
What would 60% of 3CL Pharma be worth?
Shares: $1M?, $10M? worth or something in-between?
Don't think it would be $10M as the market cap of Todos is $25M.
Cash: How much cash would exchange hands? Todos doesn't have a lot and selling shares to provide upfront cash would seem counter productive. Cash payments can also be payed out over time. With Todos getting 60% of the revenue, shouldn't be an issue. You'll find out what Q4 looks like with Tollovid shortly although it really started taking off in Dec even without the data.
Royalty: Some deals are double digits while others are single. Let's pretend it's 10% right in the middle of single/double digits. Is that 10% split 60/40? or the 10% comes out of the 60? Either way, if Todos has 1/2 or more of 3CL Pharma for a reasonable number of shares and cash, it's a good deal all around.
Remember, funding was going to be raised at the sub level so it would come one way or another out of that 60/40. That's a good thing as it ends the funding from Todos.
Lastly, what is the end game for 3CL Pharma? Partnership? Buyout? IPO?
Got good data. Got products on the market that work, selling really well. More product coming. EUA potential. OTC potential.
What would a Partnership, Buyout, IPO? be worth 12 months from now?
Even better question. When would you start on that partnership, buyout, or IPO?
For me the answer is easy. I would start the minute after the 3CP Pharma deal closes. Could even start a bit a head of that too.
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