Replies to post #6663 on Kitov Pharmaceuticals Hldgs L Sponsored ADR (KTOV)

[bUrRpPPP!]

thanks...eom

[bUrRpPPP!]

12/19 AGM vote for 20-1 RS of ordinary shares not US traded ADS....I like this new so shares are traded with equal value of ADS...thoughts?

[finesand]

Little Update (Irrational NSDQ Drop)

Today SP dropped -12.03% and the LOD was even at -20% on almost no volume, as usual lately.
Compared to TASE, stock closed at -17.58%.
There were no news reported, no new lawsuits shown. Nothing.

On 12/19 at is the 2018 Annual General Meeting (AGM) on 16:30 local or 9:30am EST.

2018 Annual General Meeting of the Shareholders of the Company to be held at the Company’s executive offices at One Azrieli Center, Round Tower, 19th Floor, Tel Aviv, Israel on Wednesday, December 19, 2018, at 4:30 p.m. local Israeli time.

Everybody talks about the votes, which shall not matter at all, nothing will change.

The reverse split (RS) 1:10 of the ordinary shares aligning them to the ADS 1:1
shall have no meaning, but simplifying trading costs probably.

What matters is that company might give an update on the AGM,
hence it is understandable that certain parties spreading fear on silence before the positive turn.
I do not anticipate that TASE will follow this plunge on no news and stock eventually runs up
on the anticipation for news on the AGM.
Well, we have waited for that drop - until today (o8>

+++

In regards to any pharma copying this combo indication, notice the Patent protection & FDA approval/exclusivity, you don't get it for nonsense.
Changshan also doesn't pay for nonsense, Chinese business man are the most cheap and watching their pennies :)

- Priced far below Consensi Approval and NT219 Ownership
- Priced at FDA refuted Consensi data falsification allegations on July'17 $1.27/sh
- Consensi: $2.40/sh for China + Korea
- Consensi: $3.94/sh for US + CA -> $6.79/sh Total
- Consensi: In case of a steep US discount: $1.80/sh for US + CA -> $4.41/sh Total (Only 30% premium to Generic)
- NT219: Some early value should be added here as well.
- Changshan paid $1M (May'18) and will pay additional $2.5M for regulatory and up to $6M for commercial milestones
- Changshan in CFDA process, which is a formality having FDA approval lately
- Changshan & Korea 12% Net Royalties, same expected for US
- Awaiting deal with US pharma for Consensi
- 2018-11-13 Slides: NT219 Favorable FDA response pre-IND, IND in 2019 w/ partners (solid prelim interest in NT219)
- 2018-11-13 Slides: NT219 One more patent expected.
- 2018-06-19 HC Wainwright last Buy PT $12.50/sh
- 2018-06-01 Annual offering 3.26M @ $2.50/ads (still)

- FDA Exclusivity until 2021-05-31
- U.S. Patent 9,408,837: Filed 2011-02-14; Granted 2016-08-09; Term until 2031-02-14
- U.S. Patent 9,662,315: Filed 2015-11-10; Granted 2017-05-30; Term until 2035-11-10


Evaluation For Expected $210 WAC Annually


Low Evaluation For Only $96 WAC Annually, 30% premium to generic


Daily TASE/NSDQ