Vascular Biogenics Ltd (VBLT)

[staccani]

Assuming VB111 becomes SOC in rGBM, considering there are at least 200K/annum deaths globally due to rGBM, you would expect that $1B revenue per annum (or 7,000/8,000 patients annualized patients) is the very minimum VB111 would fetch for GBM. This would translate in a minimum market cap of $5B.
But if VB111 is effective in rGBM, it will most likely prove effective in prOC and other cancers, in particular in combination with pd1 inhibitors imo. If it can get only 100K patients per annum (remember there are ca 8M deaths annually due to all cancers globally) at $150K per annum per person, we get $15B revenue, or $75B market cap. Even assuming some dilution this could mean $1,500- $2,000 PPS or ca 300 times current PPS. Whoever is selling or trading at these prices is plainly stupid IMO, as once the stock really takes off it will never come down again to these levels. The risk is so small compared to the potential reward that I feel almost embarassed to write about it