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farrell90

10/10/14 12:38 AM

#73147 RE: bramkers #73146

I prefer a licensing agreement with a big pharma company and I think that is the most likely outcome. One of the difficulties with a buy out is how to value all the drugs in the pipeline that need to be studied. IMO many of the analogues of Brilacidin and Kevetrin will become successful pharmaceuticals in the future.

Several biotechs have been exploded by using a licensing strategy. See my previous posts regarding Regeneron #72594 and Brilacidin # 65557

Good luck, Farrell
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BonelessCat

10/10/14 1:01 AM

#73148 RE: bramkers #73146

For a license with better than 30% on the back end and 75-100 million up front, 675 million would be about right with a well funded and well-connected big Pharma. of course, that would be just for B-ABSSSI. The other 4 would demand something similar. If you're talking about an outright purchase, well you can add at least one zero to 675 million and multiply by 5. 2to 3 billion is too little if B is what we all think it is. If Leo is full of bluster, then it's not even worth Durata, not that I think that for a moment. But B is somewhat binary: it's either all we believe and worthy of a 15 billion market cap with the first approval and 5 advanced trials, or it's worth almost nothing. The market playing the latter, I'm holding for the former plus the value of K.