Replies to post #21826 on Cytodyn Inc (CYDY)

[finesand]

-misiu THERF, excellent. Now we need to check how high their royalty is towards owner TaiMed?

Their MCAP is just 5x CYDY as of today

https://www.marketwatch.com/investing/stock/therf

https://endpts.com/made-in-china-taimed-wins-fda-ok-for-a-breakthrough-hiv-therapy-for-drug-resistant-patients/

TaiMed out-licensed the drug to Montreal-based Theratechnologies a couple of years ago in a deal that starts very small. The biotech bagged just a million dollars, initially, with another million due on launch. There’s a few million more in shares for various conditions, and $10 million once annual sales of $200 million are reached in the US. That goes up to a $100 million if they can break the $1 billion mark.

Theratechnologies also agreed to a development milestone for Phase III of $50 million, paid quarterly.

So THERF got a 5-10% royalty deal w/ TaiMed, but license 'only' for US and Canada?
CYDY has a 12.5% royalty deal, but has world wide ownership for any resulting drug, i.e. currently Combo, Mono and GvHD.

5x SP on BLA nodding would be appreciated (o8>

[Bobbyinvest]

Okay, thank you Dr. Misiu. I looked up TaiMed that’s the company who owned them?