NanoViricides Inc. (NNVC)

[BonelessCat]

I just posted this on Allan's blog:

That is one beeeeyuuuteeeeful chart.

Today's PR, like so many of NNVC's, was even more significant than the market recognized. IMO, the PR signaled:

1) There is a new application for nanoviricides that came out of testing for eye herpes. A 4 log reduction is completely off the chart for a nontoxic antiviral. There just isn't any comparison with any other anti-herpes treatment that won't look like zero impact when compared to a 99.99% reduction.

2) Herpes is a topically treated disease. Topical solutions that show no allergenic or toxic effects on skin and soft tissue has a greatly reduced clinical study time line and protocol. It will fly through the system, provided there are no setbacks in testing, and there have been none so far.

3) The study was done at a veterinary school. After the completion of animal testing, the IND goes in two directions: FDA and the USDA. Animal use is even faster than FDA approval for humans for a topical treatment.

4) The tests came out of keratitis testing which means to me they used essentially the same drug against HSV-1 and HSV-2 that they used against EKC/Adenoviruses. If true, and I'm fairly certain it is the case, that means the same drug can be used to treat not only all viral pink eye infections but for all herpesviridae infections.

5) We can add another $2 billion to the ultimate valuation of NNVC, or 15% royalty yielding $300 million revenue, or $9 billion market cap at 30 times earnings, or minimally $75 a share, or at 20% royalty ~$100 a share. And, that doesn't include Ag use for herpes and viral keratitis.