If anyone is wondering where I got the numbers in
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Posted On: 09/27/2022 9:37:24 AM
If anyone is wondering where I got the numbers in the previous post, I downloaded the latest August presentation from Todos that can be found here:
https://todosmedical.com/download-investor-presentatio
Lot of good information that helps new investors keep it all straight. In my 4 ways to get to at least a $500M market cap, I actually left out some other significant ones so now a 7 way race and we investors own all the horses so pick your favorite to come across the finish like first as I expect they all will get there.
1. Provista Revenue - IF they can get to a fully loaded 175,000 test a week, just using a super conservative reimbursement cost of $100 per test would bring in $17.5M of revenue a week. That's $910M a year using 'simple math'.
A couple of other factors. They could double capacity if they need to. Also anything but the PCR Covid test would be higher than $100. GC gave a cost of the UTI panel of being $800.
2. Long Covid - Get the trials going and if Tollovid/r shows the same success they are seeing in the case studies, and I think the stock is an instant $500M market cap or higher
3. Tollovir - Get the Phase II extension going for hospitalized patients. Doesn't have to finish for shareholders to know the results since it's open label and data will flow throughout the trial. Show success and a $500M market cap or higher. Get an EUA, $1B+ Cap.
4. Tollovid - I think at some point this could go viral. We know it works. The issue is the whole world doesn't know about it yet, harder to buy outside of US and perception of it being expensive even though much cheaper than an ER visit or having Long Covid and can't work. An EUA for Tollovid in Israel may be the tipping point.
5. The Manufacturing Facility - Todos just received a $50M contract to product mostly CBD products with some Tollovid. At only a 5% uptake in sales each month, that is $50M in Todos's pocket. The company expects somewhere around a 30% monthly turnover although $50M is at 5%. At 30% turnover that would be still be $31,680,000 for the initial stock and $9,504,000 a month in revenue which adds up to $114M a for year 1. And this is only just the first contract
6. LymPro™ Test - The data is coming and it's coming soon. (GC 9/27: Confirmatory data coming soon for Part 2 of LymPro vs. Amyloid PET study.). Given how Covid as been shown to increase your odds of Alzheimer's, this makes the value of a test that can detect, all more valuable
7. Videssa™ Test - One of Todo's crown jewels launching next year
https://todosmedical.com/download-investor-presentatio
Lot of good information that helps new investors keep it all straight. In my 4 ways to get to at least a $500M market cap, I actually left out some other significant ones so now a 7 way race and we investors own all the horses so pick your favorite to come across the finish like first as I expect they all will get there.
1. Provista Revenue - IF they can get to a fully loaded 175,000 test a week, just using a super conservative reimbursement cost of $100 per test would bring in $17.5M of revenue a week. That's $910M a year using 'simple math'.
A couple of other factors. They could double capacity if they need to. Also anything but the PCR Covid test would be higher than $100. GC gave a cost of the UTI panel of being $800.
2. Long Covid - Get the trials going and if Tollovid/r shows the same success they are seeing in the case studies, and I think the stock is an instant $500M market cap or higher
3. Tollovir - Get the Phase II extension going for hospitalized patients. Doesn't have to finish for shareholders to know the results since it's open label and data will flow throughout the trial. Show success and a $500M market cap or higher. Get an EUA, $1B+ Cap.
4. Tollovid - I think at some point this could go viral. We know it works. The issue is the whole world doesn't know about it yet, harder to buy outside of US and perception of it being expensive even though much cheaper than an ER visit or having Long Covid and can't work. An EUA for Tollovid in Israel may be the tipping point.
5. The Manufacturing Facility - Todos just received a $50M contract to product mostly CBD products with some Tollovid. At only a 5% uptake in sales each month, that is $50M in Todos's pocket. The company expects somewhere around a 30% monthly turnover although $50M is at 5%. At 30% turnover that would be still be $31,680,000 for the initial stock and $9,504,000 a month in revenue which adds up to $114M a for year 1. And this is only just the first contract
6. LymPro™ Test - The data is coming and it's coming soon. (GC 9/27: Confirmatory data coming soon for Part 2 of LymPro vs. Amyloid PET study.). Given how Covid as been shown to increase your odds of Alzheimer's, this makes the value of a test that can detect, all more valuable
7. Videssa™ Test - One of Todo's crown jewels launching next year
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