Venturis Theraputics, Inc

[IH Admin [Shelly]]

iHub boards are for publicly traded companies. If/when then begins trading send a PM to iHAdmin to review re-opening it.

[Rooster4518]

Johnny,
Thank you for sharing.
Deeply appreciate your perspective.
Rooster

[johnnyblades2001]

You are correct Beachbum. This is not uncommon at all in Biopharma. I work in the industry and we in license and out license regularly.

1.Developing a product through approval and commercializing it on their own.

2. Develop a product through approval and license it out for royalties to an existing pharma sales organization...big pharma or distributor

3. Develop patent portfolio that can be out licensed

4. Develop product based on milestone payments with the anticipation of future royalties.

I think the question on most of us long term shareholders is when will we be able to recognize value for our investments we made almost a decade ago. Ligand's history sounds a lot like VTs. I hope we have the same kind of turn around story. LGND has a market cap of 1.6 billion. The comparisons and numbers being thrown around by Grant and others are more in the 5-9 Billion range. I certainly hope the latter is closer to true. But until the public market or a major institution affords us such a valuation, its just ink on paper.

Ligand Pharmaceuticals is a biopharmaceutical company located in San Diego, California.[4] Founded in 1987 as Progenx Inc., the company went public in 1992. Initially focused on developing its own drugs, a period of turbulence in the early 2000s culminated in its CEO being ejected by the shareholders and provoked a change in focus to the acquisition of existing drugs and forming partnerships to develop them further.

Since 2005, the company has twice had to restate its financial accounts, and it has been subject to class action lawsuits. Fortune ranked Ligand as among the top 100 fastest growing companies for 2014-2016, and in 2018 its CEO was listed among the top five highest paid CEOs in San Diego.

[Beachbum3232]

I may be wrong but I thought the company's focus is developing products for out licensing opportunities. In other words VT develops a product and allows pharma A to licenses it at it's current stage of development or pay VT a fee to continue developing it and pay milestone payments as VT meets predetermined goals---and if launched, Pharma A pays VT royalties. There are many different scenarios for VT to get paid and paid well without having to commercialize the developed products. All good stuff. I provided a link to another company that uses that same business model and they are are doing very well.

Here it is: https://www.ligand.com/about/overview

[heartdr]

You're right he isn't the easiest person to get hold of but he, in my experience, always gets back to you.
I'm not sure about the IPO I want to hear the update before offering an opinion.

[johnnyblades2001]

In the most recent investor update, the company describes how they are NOT developing a drug but rather a biologic.

This article describes the difference and I found it useful as a non-scientific person.

https://archive.bio.org/articles/how-do-drugs-and-biologics-differ

[cvbtech]

Grant is a very tough person to get a hold of but he always gets back to me at some point.

Speaking of IPO's, what's your opinion on when this event might happen? Based on what I'm seeing (which is very limited) I'm guessing 3rd Qtr at the earliest

[heartdr]

VT is supposed to be producing a summary document in layman terms. The presentation for which there is a new one in the offing is in more scientific terms. They do have a glossary page but it can be a bit technical. As soon as I get my hands on them I'll find a way of getting a copy to y'all.
By the way if you haven't yet done so I'd get in contact with Grant Gordon by email on [e-mail]. He can then put you on the update list. We should make the most of it before the IPO as post-IPO there won't be any emails from him. Everything will be official from the Investor Relations people.

[heartdr]

That's right. This is from the last presentation I saw. I haven't seen the new VT one yet.

Wound Healing (WH) $35 Billion
Coronary Artery Disease (CAD) $42.4 Billion
Peripheral Arterial Disease (PAD)$8.9 Billion
Parkinson’s Disease (PD) $2.61 Billion
Degenerative Disc Disease (DDD) $17.3 Billion
Erectile Dysfunction (ED) $7.1 Billion
Ischemic Stroke (ES) $25.9 Billion

[heartdr]

It's imminent I believe. They, for reasons I not 100% certain, are waiting for a couple of weeks before making the announcement.

[cvbtech]

I believe the Annual Market Share for Wound Healing is about $35 billion, Coronary Artery Disease $42.4 billion, Peripheral Arterial Disease $8.9 billion, Degenerative Disc Disease $17.3 billion, Erectile Dysfunction $4.3 billion, Ischemic Stroke $25.9 billion.

[Rooster4518]

It appears VT has a number of valuable patents.
Does anyone information of how large the market (estimated revenue range) is for diabetic foot ulcers healing?
I'm just looking for objective data regarding this issue.

[cvbtech]

How soon do you anticipate hearing about this overseas deal?

[hapcody]

Thank you for setting this up Doc.

you go long

[heartdr]

2020 - BANNER YEAR for VENTURIS DEALS

I am looking forward to hearing about the deal that VT has done with a institution overseas.

[BrightIdeas]

It is separate. The decision is due Feb 3rd or before.

[johnnyblades2001]

There was a discussion on the other board about patents and what patents Venturis has in the US and internationally.

I found this site in case anyone is interested.

https://patentscope.wipo.int/search/en/search.jsf

[johnnyblades2001]

What have you heard about the arbitration with Dan? Is it still ongoing? My understanding is it is separate from the invol bk ruling coming at the end of the month. What restrictions, settlements, rulings etc are expected from the arbitration?

[cvbtech]

Out with the old and in with the new. Great to see this new board! Thank you

Do you know if ihub is going to delete the other board? I hope so

[heartdr]

You are welcome. I've emailed Grant Gordon to let him know & see if he'll mention it to his contacts. I'm fairly certain he'll be receptive.

[johnnyblades2001]

Thank you Doc for setting this up.