Suspect tomorrow will be rocky. I've always been concerned with our outstanding shares. We have a boat load outstanding and now we are upping that number. Tells me that we are definitely going it alone with a very high stakes gamble that we can sell enough stock to get Sunrise approval.
We have built the company to go it alone. AVID will manufacture and PPHM will license BAVI use to combo treatments. Can we buy the generic docetaxel add BAVI and sell our own treatment?
There is no middle strategy now. We will be going all in by ourselves. Can we build the revenues with BAVI sales to support a capital base of 500M shares? I don't know, but I hope they do.
I'm sure we've had talks with partners. The rumor about Gilead was interesting. Tells me the value we put on BAVI is much too high for BP's. Let's hope our guys are right. I suspect BP's response to PPHM is....go it alone if you think you can. To me this move says we are going it alone, will dilute at all cost to get the approval. We'll deal with the bloated capital base once we have an approval in hand.
With 500M shares outstanding and an approval in hand where can our commercial sales be in year 1,2,3. What multiple get's us to what market cap? My guess is market cap 2-4B 2017 and PPS of 4 to 8. Talk of 15 to 30 only comes about if we RS the capital base.
I've been with PPHM since 2004 and will stay to see them play our hand out.
be well,
eastcoastguy
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