Replies to post #35379 on Cel Sci Corporation (CVM)

[W_W]

Excellent excellent analysis! Thank you!

Looks like my imagination was limited by my poverty again.

I actually went through the KITE buyout, and went through JUNO buyout as well. I knew the feeling, just like Geert said, one day out of the blue when you wake up, news is there.

There were three companies on CAR-T at that time, KITE, JUNO and BLUE. I bought both KITE and JUNO, but not BLUE somehow. Currently BLUE is still on the market.

I was just lucky! Hope we all can be lucky again this time.

[Biobonic]

Another possibility for comparison is IMMU

FOSTER CITY, Calif.--(BUSINESS WIRE)--Oct. 23, 2020-- Gilead Sciences, Inc. (Nasdaq: GILD) today announced the completion of the previously announced transaction to acquire Immunomedics, Inc. (Nasdaq: IMMU) for approximately $21 billion in the aggregate.

Why is that a comparison? IMMU presentations

Their drug:Trop-2-directed antibody-drug conjugate indicated for the
treatment of adult patients with metastatic triple-negative breast cancer (mTNBC) who have received at least two prior therapies for metastatic disease

TROPiCS-02: A Phase III study investigating
sacituzumab govitecan in the treatment of
HR+/HER2- metastatic breast cancer

108 patients in the trial

Sacituzumab Govitecan Achieved Impressive ORR and PFS
Compared to SoC in Late-Line mTNBC*

ORR - 33%

PFS - 5.5 months Progression Free Survival 5.5 months

Potential Market: This is the only indication currently FDA approved.

Treatment Line
• mTNBC patients with at least 2 prior treatments in the
metastatic setting
Market Size
• U.S. ~8k patients
• EU5, Japan ~14k patients


Future potential:

Three additional awful cancers--

Total Market Size for these 103 thousand worldwide


How can Multikine be valued less?

[Sanderson]

Big thanks to posters here for CVM analysis.

[drkazmd65]

Interesting analysis,... and I am guessing closer to $250/share as a max if we are bought out,... but being wrong compared to your price-point won't hurt my feelings.