Biotech Values

[Double_Bagel]

Tekmira EV stands at just $146 million.

22 million shares after the recent $60 million secondary. Total of about $140 million in cash with the $16 million payment from Monsanto.

Partnerships with Alnylam, Monsanto and the US Govt Ebola vaccine contract.

RBC put a $30 price target and claims that there is no value attributed to the Ebola vaccine in that $30 target.

https://twitter.com/TomSilver39/status/457018951596142592/photo/1

If those who claim that between the two TTR drugs for FAP and FAC, Alny could potentially have 2+ billion in sales are correct, then that means Tekmira could earn 100+ million annually in royalties. ($4+ EPS for 22 million shares)

The recent deal with Monsanto
http://investor.tekmirapharm.com/releasedetail.cfm?releaseid=818786

All this suggests that Tekmira is an incredible bargain here.

Now, if you start talking about Ebola, this is a tremendous value at these prices. Better say than MNTA or even ENTA

http://www.cnn.com/2014/04/16/health/gupta-ebola-ward/index.html?hpt=hp_t2

https://propthink.com/investors-revisit-tekmira-following-yet-another-capital-raise/

http://www.fiercevaccines.com/story/ebola-deaths-rise-135-vaccine-research-lags/2014-04-17

http://www.who.int/csr/don/2014_04_17_ebola/en/

Any thoughts on TKMR at these prices?

Thanks.