SPenbenz: Dream scenario to become reality!
For this example lets assume a couple things. 1) MGMT decide to play this out and become a powerhouse bio tech company like REGENERON. So no full buyout, all partnerships/collaborations Also, 2) all trials are successful.
Currently we sit at about 130+ million OS with a share price of .92
Each Billion added to the market cap can equal about 6.25 in share price fully diluted.
Lets start with Prurisol for psoriasis. We know the numbers Otezla makes, approx 2billion a year. Now lets assume Prurisol blows Otezla out of the water and takes the number 1 spot in market for Moderate to Severe Psoriasis for ORAL: Lets then assume Prurisol at higher doses actually does wonders for Mild - Moderate as well!@ WOW now we see major cash. SO lets say we get a deal upfront for several hundred million, and milestones to approval for just Moderate to Severe for a couple billion and then double digit royalties. We would be looking at a share price above 20 at that point. Add RA and other AutoImmune diseases and the price goes up. More partnering and milestones on additional indications and the price goes up and up and up!
We would be currently sitting on the Nasdaq at this point with major institutional buying. Price would go up and up and up based on the big boys adding 10-20% per year on holding.
With this cash in hand we may even see Leo do some nice buy backs and possibly even start a dividend once we have market approval and sales are flowing.
Now move to B. Lets assume that B-OM uses the Fast Track designation and applies for BREAKTHROUGH and the numbers for "prevention" of server OM is like that of the first 19 patients. This could be on the market first??? But maybe not because of the type of patients needed for OM and Prurisol is using the 505 b(2) which would mean a smaller phase 3 so it's a coin toss IMO.
Either way - a deal for B-OM could be quick and sales in the 100's of millions per year would be my guess. Just for B-OM
The IBD program for B is the money maker IMO. We could see some major deals come through and as the formulation gets stronger there could be major milestones from this aspect on new formulations. We currently reside on the Nasdaq and have big institutions holding now about 50% of IPIX shares and many milestones to look forward to and what seems to be endless news, pumping the share price and value of IPIX. I think Crohns and pill formulation could be in the mix at this point in late phases, and will just add to the hysteria!!!
ABSSSI could be done by this point and approved and would also now be taking in a GOOD chunk of change for resistant forms of MRSA etc...
B for dermatology is now in full spin and mid to late phases giving the stock major bumps in value as this is a blockbuster role it could play. UP and UP and UP we go..............
J&J may put in a huge investment for topical treatment of devices for the antibiotic use at this point since B was already approved for ABSSSI by now. Big money.
The lab continues to turn here and eye and ear infections are on tap, Diabetic ulcers etc... All creating positive PR and adding to the potential value. The billions and billions are adding to the market cap at this point.
Now we get to Kevetrin. I firmly believe this will be the most valuable drug in our pipeline. It will be combo'd in ORAL form with EVERY single cancer that has p53 mutations. That is over 50% of all cancers. That is almost not fathomable. It really is. Especially with combo therapies. I can't even think of a price tag. But either way trials are needed on every combo and this in turn with CHURN out PR after PR showing better results with K and this in turn with add to the BILLIONS and BILLIONS on the market cap.
I wish I was younger and had more money to throw in this if they decided to go this route. Because I believe we would see 300-400 + + + shareprices over the next 5-10-15 years. Maybe sooner, but if they go about this in partner mode there will always be trials and always be approvals for these 3 simple drugs for years and years to come.
And then we have I think 15 more compounds in the chest to explore?>???? Lol
