Replies to post #701 on Vascular Biogenics Ltd (VBLT)

[wcopeland]

Let's assume VB111 passes Ph3 rGBM and OVCA. Ignore any other preclinical findings or clinical trials that may or may not occur between now and 2Q 2019. What do you think the value of VBLT should be just given that knowledge?

I would guess that the promise of expanding to several more indications and any other drugs in the pipeline would almost demand a acquisition in the range of $8-15B.

(ie. Medivation to Pfizer for $14B, Takeda to Ariad for $5B, Pharmacyclis to AbbVie for $21B, Receptos to Celgene for $7B)

I am not sure that any pharma (Roche included) would want to spring that much before Ph3 is even over. And if VBLT sold out for anything less, there will be many well justified lawsuits.

I hope they are not taken over unless that takeover comes with a $15B+ price tag.