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Fully funded through all major milestones. No dilution expected till much higher prices.
Breaking out $PULM
Good idea by your friend!
Breakout potential here.
$PULM
Kinda looks like he is just reading the website :-o
Missing a lot of the real DD
Here we go.
$PULM
Just in case everyone here missed it. If Sensory Cloud does indeed succeed to the fullest extent in the global launch of the Next Breath Charitable Organization -- and FEND gets into the hands of 750,000,000 schoolchildren around the world.... or anywhere close to such...
That could imply $15.3 Billion EBITDA to Pulmatrix according to the royalty structure. And at a 20x multiple and the current 85M fully diluted shares, translates into $3,600 of shareholder value. The math doesn't lie.
Of course the price per FEND solution or number of refills per year could change and lower numbers above -- but the point is FEND could absolutely epic for Pulmatrix shareholders. All at no cost.
"Farfetched positive implications" ....
https://nextbreath.global/
$PULM
I ran a quick down and dirty valuation on PUR1900 just for US ABPA (even though this is a global partnership, and there are other indications Pulmazole could serve) -- and I calculate the approximate current discounted and risk-adjusted value of PUR1900 to be ~$14-$28 of shareholder value.
This still assumes the 50/50 revenue share with Cipla, a 30% OCF percentage, a 10% cost of capital assumption, and a ramp-up to the target $1.5B estimated market size.
Some rough assumptions but this is one methodology 'stock price targets' are generated by, among other methods.
This is why the conversation about the stock price being traded at cash value ($70Mcash/50M shares = $1.40) and no future value embedded is so important. This analysis suggests we should be well over $10+ on the value of Pulmazole US ABPA alone.
And this value will greatly increase as Pulmatrix gets closer to commercialization.
$PULM
On the way back up. Won't be surprised if we move up VERY quickly.
$PULM
Before the PUR1900 trials were terminated due to Covid-19, they were undergoing this study at 20 sites worldwide.
They were recruiting/running worldwide multi-trial sites:
United States: 9 Sites
Poland: 4 Sites
India: 3 Sites
Australia: 2 Sites
United Kingdom: 2 Sites
United States & India make sense (where Pulmatrix & Cipla are based) -- intriguing they also chose Poland, Australia, and the U.K.
Wonder why? How common is it to have a 20 site P2A trial? Must be a supreme amount of confidence and faith in the outcome to undergo such a broad effort, no?
https://clinicaltrials.gov/ct2/show/NCT03960606
$PULM
Pulmazole = iSPERSE enabled Itraconazole
Itraconazole effectively inhibits Sars-COV-2 ??https://onlinelibrary.wiley.com/doi/full/10.1002/adtp.202000224
$PULM
Something's going on with Itraconazole.... something big...
Bill & Melinda Gates Foundation + NIH funding Sensory Cloud/FEND Studies.
https://www.seas.harvard.edu/news/2021/02/exhaled-respiratory-droplets-increase-onset-covid-19-infection-and-aging-and-obesity
Global Launch of FEND is coming!
https://nextbreath.global/
Yep, one would logically think so.
Depends on what type of news is released outside of their current 'pipeline development'.
$JNJ & $PULM are dosing patients right now. PUR1800 can be repurposed for cytokine storm Covid-19 treatment.
Pulmazole trial pushed back longer than expected; but is that really the only news on that front? I doubt it.
FEND definitely not a huge flop.
https://nextbreath.global/
Targeting to improve air quality for 750,000,000 children worldwide.
I'm already as loaded as I am going to be <><~ -- so I will just sit and wait. stupid price action no doubt but it will turn. There is more news than was just reported.
Major head fake right now
PUR1900 trials further delayed.... even though fast tracked and successful FDA-Type C?
$PULM (PUR1800) JnJ-RespiVert Development Journey
So let me get this straight. Based on what I am seeing...
Johnson and Johnson bought RespiVert, a novel set of first-in-class inhaled kinase inhibitors, from distinguished founders -- for ~ $115M in 2010.
They then tested various compounds and attempted partnerships -- but results not hitting their desired targets.
Then in 2017 an exclusive licensing agreement from $JNJto $PULM
for full global development and commercialization of the RespiVert kinase inhibitors, with PUR1800 (RV1162) being the lead candidate and studies noting 3x delivery of drug with improved safety margins.
Then$PULM licenses back PUR1800 to $JNJ on January 2nd of 2020 -- with $91 milestone agreements tied to the deal.
Trials get delayed with Covid, have just restarted as of the 18th of February, but actually with trial start dates starting since early January -- and evenmoreso there are unpublished toxicity trials ongoing since October 2020.
Repurposing for Cytokine Storms will happen.
Also on stocktwits as SynchronizingWaves; just come here to post information for others who use iHUB as I used to love iHUB very much.
How bout a 100bagger+? That's what i'm here for.
$PULM
Nice adds. My cost average being here a long time and averaging down from is 1.60. They should do very well!
Nice Nice -- it's looking good today
$PULM
Wow this went from bidless to .0021+... very nice...
$NBRI
Or I guess you could say -- that's why they took warrants (their PT of $10).
($10 - $2.50) x 1.3M shares = $10M potential payday against their price target, on a $40M transaction. Not bad...
Well obviously, they have warrants. I don't take their ratings seriously, jmo.
Expecting this to go from zero to hero when the timing clicks.
Definitely sale prices. It will turn quickly when it does. Until then will frustrate people. Way undervalued.
$PULM
Next Breath Charitable Organization Created -- 2/25/2021
"The newly created charitable organization will be led by Karnath and serve as the driving for a global scientific initiative to improve the air that we breathe"
“Thanks to pandemic science we now have a chance to help children as they go back to school in these and other settings breathe cleaner air with innovations that are in many cases inexpensive and easy to distribute,” noted David Edwards, aerosol scientist, longstanding Harvard University faculty member, and inventor of FEND — the editorial’s second author.
https://nextbreath.global/announcement
And the entire Sensory Cloud board is on it.
$PULM
PUR1900 US ABPA market worth $8B in market cap alone, based upon my calculations in peak-revenue years.
And that's just US ABPA. There are other global ABPA markets. And there are other indications which PUR1900 can be used for.
$PULM
When your motto is "Changing medicine with a new generation of pulmonary therapeutics" -- and from the JnJ webinar on alternative delivery devices the closing statement was "biggest challenge is getting pharmaceutical companies on board"....
And then you look at who Pulmatrix's partners are being:
*Largest Pharmaceutical Company in the World
*Largest Inhalation Pharmaceutical Company in India
*Novel startup with developers of iSPERSE serving as the CEO and Product Development lead of new field
*Spinoff company lead by the founder of iSPERSE/FEND focused on commercializing FEND worldwide
It should be clear what is about to happen here. If we don't get bought out straight up by JnJ, we will go well past $100+ in 2021.
$PULM
$PULM Catalysts: (non-exhaustive)
1) PUR1900 FDA Type C Meeting Results, Initiation of P2B/P3 Trial for ABPA
2) Results of Renegotiation of terms with Cipla on PUR1900 (regain US/Europe rights in full)
3) PUR1800 - Trial update / news
4) PUR1800 JnJ $90M option exercising
5) PUR3100 Update / Development Partnership announcement (we know Cipla is likely involved, via the DHE 45 route)
6) FEND - Wide variety of updates, including potential government contracts / future studies / worldwide organizational alliance
7) Nocion Therapeutics partnership update
8) Speculative but all have grounds:
*PUR1900 LPAD / EUA pathway for ABPA in CV-19 patients
*PUR1900 combination w/ other pharmaceuticals for other indications (cancer, covid-19, etc.)
*PUR1800 - Repurpose for Cytokine storm therapeutics
*Collaboration with SIWA Therapeutics
*Collaboration with Nob Hill Therapeutics
*Inhaled Vaccine trials (JnJ)
*Alternative partnerships for iSPERSE development
*Additional
We will move DOLLARs, in a hurry. Bombshell News = Instant Revaluation higher. Why the secrecy? Because they have something which is going to change the paradigm.
And the stock price will react accordingly.
Nocion Therapeutics ??