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Wednesday, 09/14/2016 12:58:46 PM

Wednesday, September 14, 2016 12:58:46 PM

Post# of 8449
KTOV September 13th DD: Market Cap,Cash,sales prediction,Highlights:
Many thanks to :Sugarplum, zj3001, RBNEWS, LearnToTrade, scottsmith, BEANPOLE, No-dough-go, Rymankoly, TrumpsVP, ylama3, salgovernale69, TradeFlow for bringing great highlights past recent months (my apologies if forget someone).

Cap $22m, Cash $18m, no debt.

Q4 2016 / Q1 2017 Submission of NDA to U.S. FDA

Highlights:

# Kitov’s drug passed Phase III with stunning results,showed extra efficacy.

# Both components already approved.

# "The FDA confirmed that an Advisory Committee Review should not be required for the NDA review, and that the FDA may accept 6 months data of long term stability at the time of submission". "The FDA requested that the statistical calculation for the primary efficacy endpoint be performed using an alternate mathematical technique. This calculation was subsequently performed by Kitov and also demonstrates that KIT-302 met its primary efficacy endpoint".

# FDA encouraging combination drugs."The 505(b)(2) process was established at the same time that Congress created the generic drug industry with passage of the Drug Price Competition and Patent Term Restoration Act (Hatch-Waxman) in 1984. This legislation included section 505(b)(2) to encourage further innovation for drugs that have already received FDA approval". Hillary gonna like it:).

# 40% of docs "will prescribe over Celebrex",25 percent of doc's that won't RX Celebrex would RX KIT.(check new fact sheet at the bottom).

# Was supposed to be bought out 4 years ago for more than double the current MC, before P3 success(Dec. 2015) and granted patent till 2030 (Aug, 2016).

# a former FDA officer + a former FDA chemist.

# Cash on hand almost equal to market cap,no debt.

# SABBY is the $2B hedge Fund recently invested about $6m in KTOV. other Institutional invested the rest almost $6m (for the first time ever,kitov has solid Insiders).

# Celebrex (Pfizer's Drug) has major risks while KIT-302 is actually an improved Celebrex. folks might drop Celebrex overnight and switch to Kitov drug and not worry about side effects. with the improved celebrex Pfizer could easily pass $2.4B(2014 sales) even $3B sales IMO.

# "Today, there is no drug on the market that handles both things together - in pain as a result of osteoarthritis and high blood pressure. Therefore, the KIT-302 will be the only drug with indication for the treatment of pain while reducing the risk of heart attack and stroke may even brought a dying patient".
Many Thanks TrumpsVP : http://investorshub.advfn.com/boards/read_msg.aspx?message_id=125070573

Sales Prediction (based on September 12th presentation+fact sheet, http://kitovpharma.investorroom.com/presentations) :

Even at $0.25 a pill a day would be a revenue of $795m/yr those numbers based on US market only.add also also 7-10 yrs in EU and the rest of the World. Even w/$100m/year, present value based on US patent years is more than $1b in the US alone.

Celebrex Prices: This Celebrex price guide is based on using the Drugs.com discount card which is accepted at most U.S. pharmacies https://www.drugs.com/price-guide/

That's $7 per pill,not $.25 per pill and kitov's drug reduced Celebrex Side effects. Pg 20 Presentation, Third Party Payors say:
"People are going to use this... At the price range similar to branded Celebrex, it would enter the formulatory without a problem."


"Lead Drug Candidate Addresses Multi Billion $ Market With Better Alternative
KIT-302 offers a superior alternative for patients, doctors, and payors for the treatment of pain
caused by osteoarthritis and hypertension. Osteoarthritis is the most common form of arthritis,
causing significant physical pain and decreased mobility. Pain medications for osteoarthritis
account for billions of dollars in sales globally. Most of these drugs, including celecoxib, are
NSAIDs which have the side effect of increasing hypertension. Of the 27 million Americans who
live with osteoarthritis, 13.5 million also suffer from hypertension, which increases the risk of
heart attack, stroke, and death. KIT-302 combines an effective, safe hypertension drug
amlodipine (the active ingredient in Pfizer's Norvasc®) with celecoxib (the active ingredient in
Pfizer’s Celebrex®), which had global sales of $2.7 billion in 2014. Based on a recent U.S. Market
Assessment commissioned by Kitov, physicians stated they would prescribe KIT-302 to 40% of
their osteoarthritis patients currently using celecoxib and to 25% of osteoarthritis patients not
using celecoxib. Third party payors, including insurers, reacted very positively to KIT-302 based on
estimated pricing and improved compliance, which is estimated by Kitov to potentially save the
U.S. healthcare system $650 million annually.


Articles and Analysts Coverage:

An Article talking about how KIT-302 is a safer alternative than most on reducing health problems/side effects
http://thebioconnection.com/new-study-shows-common-nsaids-can-cause-more-harm-than-good/

Dr. Ram Selvaraju has a very primed resume as a Dr. and as an analyst too. http://www.analystratings.com/2016/02/16/rodman-renshaw-initiates-a-buy-rating-on-kitov-pharmceuticals/431432/

Analyst Sharon di Stefano Biotech, healthcare, small-cap,(20 years as an analyst): http://seekingalpha.com/article/3970218-kitov-creates-pill-safely-treating-osteoarthritis-pain-hypertension

Milestones, S.S :
Fully diluted including all warrants supposedly equates to 15,220,000 O/S. Fully diluted it's still only a $44m and change company with $20m+ in cash. there is no chance of fully diluted the coming years, even not 50% imo, but even w/fully diluted(warrants) cap is still a joke relating "blockbuster peak annual sales potential in the United States alone": http://www.analystratings.com/2016/02/16/rodman-renshaw-initiates-a-buy-rating-on-kitov-pharmceuticals/431432/

8/17/2016- Expected upcoming significant milestones +shr structure/OS:

*** Issuance of KIT-302's clinical trial full study report

*** Completion of six-month stability testing of KIT-302

*** Submission to the FDA of the New Drug Application for KIT-302

*** Initiation of a renal function clinical trial to demonstrate the

*** Beneficial effects of KIT-302 on kidney function

ADS equivalents:

Ordinary shares - 6,769,860
Series "A" warrants - 6,835,669
Series 6/14 options - 4,572.75
Series 7/14 options - 2,307.6
Series 5/15 options - 2,239.3
Series 9/15 options - 86,000
Underwriter warrants - 157,945
Emp. Incentive options - 364,068
Pre-funded warrants - 865,000 (not tradable)
Agent warrants - 141,176

Fully diluted = 15,228,838 assuming everything is exercised
Many Thanks Sugarplum: http://investorshub.advfn.com/boards/read_msg.aspx?message_id=124586620


My posts are my opinion and should not be used as investment advice. Make your own decisions in your stock trades.