buy now, buy tomorrow. The stock is on its way to 100 in the next 2 to 3 years....Just figure this equation for only one of its products: Prochymal for only one indication: gvhd. 300 million dollar market, and expanding, with 75% margins, give or take.....By the end of 2013, the market will have been substantially penetrated. So the net rev rate by Q4 is let's say, 125 million, to be conservative. (it could be 200 million if the gvhd market has by that time, 7 quarters from now, been 80% penetrated, but again to be conservative, 36 million shares = over $3. per share in income....and remember:
There is no competition whatsoever for this indication, nor will there be
Plus, this gives no credit whatsoever to the revenue ramp in the biosurgery division, which is much larger than the Gvhd market...by orders of magnitude....
grafix: skin cancer market: far over a billion dollar market
diabetic and foot ulcer market: multi billion dollar market
burn market: 250 billion dollar market.
These markets are for North America only. THINK ABOUT THAT FOR A MOMENT
Ovation: hip, back and all orthopoedics, including kneed surgeries: mutli billion dollar market.
a new product into for nasal surgeries, who knows how big..
The CEO at the annual a couple days ago said that the surgeons are finding all sorts of ways to utilize these products.
Plus: we can count on the major partnership, Sanofi or another giant, with hundreds of millions in milestone payments.
Imagine, as a poster today said on Yahoo, every ambulance in north america and europe being stocked with Prochymal for orthopoedic trauma injuries....
O yes, I forgot about these multi billion dollar markets: AMI and Chrone's markets......we are going to get blockbuster phase II AMI news in less than a month, and Chrones is in phase III right now...The AMI has already been submitted to approval with the JACC.....
think about it....a new paradigm for medicine in this century.
and Osir's IP is totallly solid....other stem companies are going to have major trouble down the road trying to commercialize OSIR's property, to say the least....
