Replies to post #53815 on Tauriga Sciences Inc (fka TAUG)

[Johnny_C]

I have not seen any private placements or convertibles done at deep discounts lately. I believe the rationale for the increase has to do with the drug trial.

I hope the patent is issued in Q1 and that could open up a world of possibilities because the nausea chemo market is a $7 billion dollar annual spend for drugs that are somewhat effective with side effects.

I suspect that the original patent could have been approved already, but that was for gum delivery only. As I understand it, the patent application was changed to include other orals. Obviously, chewing gum delivery also has an additional process patent.


After the $7.2 Billion dollar buyout of the only FDA approved drug this year you can bet Big Pharma is exploring ways to monetize CBD, and not just CBD but mushrooms as well.

Nestles had no CBD products when Taurigum was launched. Nestles approved its largest Hagen das distributer to distribute the gum 2 years ago. Unfortunately, right after that approval, the Governor of New York banned CBD sales. That ban has now been lifted.

Nestles, as well as other food companies, sell CBD products. Garden Of Life is actually in the safety trial Cohort with Tauriga.

I am sure you are aware of that as I have posted that several times months ago along with their PowerPoint.

This is currently a $12 million dollar market cap. Not only does that seem stupidly low based on their retail products, but the potential of a positive drug trial is huge. Granted, drug trails are risky and not guaranteed by any means, but this trial is not attempting to cure a disease, but it is to mitigate he nausea effects of Chemotherapy treatments.

There is also quite a potential for an over the counter nausea chewing gum.

The stock price has certainly been disappointing over the last 6 months for sure. But with chains like Pilot picking up the gum the retail looks promising. There will be a day when the CVS's Walmart's Amazon's Target's of the world allow CBD sales, and that could also be a huge win.

[Johnny_C]

I don't think there are any convertibles at deep discounts left, and it looks like TAUG stock investments are doing well, so I think they have cash available.

VTGN is up and trading in the low 2's with a Phase 3 readout on the first SAD drug that the FDA has fast tracked and given needed status to. VTGN now has massive institutional ownership and analysts are calling for $9.00 just on that one drug, which isn't there biggest. VTGN went from 0 institutions owning it to some of the biggest, I believe it is over 55% institutionally owned. Including by Franklin Templeton. Funny how Seth's rolodex includes the Head of Global at Franklin.

AXIM.. That stock is up double and could easily double again. The drug works and had a snafu on paperwork submitted to FDA. Keep an eye on that one.

GOEV (W) Looks like things are heating up there finally. They have received nearly $500 million bucks from Arkansas and appear to have over $1 billion in orders for its electric pickup.

Aegea will get interesting because of the latest news, and we are in flu season and new variants.

Serendipity Brands is about to launch a massive advertising campaign with Selena Gomez and I was told that there is discussions with Nesltes about doing 3 drink flavors. They are also launching other products.

While the Serendipity restaurants are not part of the Serendipity Brands they will promote ice cream for sure. NY location, where Presidents and famous stars have gone is remodeled. Miami has opened, and 8 other locations are being built, including inside Disney. The Walburg's have also signed an agreement to put 6 locations up.

GoPuff is a huge partner in Serendipity Brands. They also deliver alcohol in the States where it is allowed. Taug's products could fit in nicely there. I don't think many people at GoPuff are over 35 years old so maybe these products will interest them.

But like I have said repeatedly, the nausea drug trial for chemo patients is the biggest driver for me. I doubt much will happen till the patent is issued, besides the ongoing safety cohort.

If a company like BNOEF can retain 40% of its ownership in its drug through a partnership with MERC I can't see why Tauriga cannot enter into an arrangement like that with a Pharma player. The nausea market is a $7 billion plus annual market and the trial from soup to nuts will be under $80,000,000 That is a bargain as blockbuster drugs average over $1.5 billion dollars on average.

[Johnny_C]

Looks like one of those share issuance and convertible notes might have resulted in Seth using $350,000 to strike GOLD. For instance, as far as I know TAUG is the only public entity that has a stake in Aegea (that may have changed in the past 6 months, I am not sure).

If Aegea's test takes off TAUG's investment in Aegea could be worth as much as the TAUG's current market cap!

Aegea seems to have a test that not only is extremely accurate in diagnosing COVID, but can tell the difference between the flu and different variants.

Currently, there are 350,000 DAILY tests alone in the U.S.

Does anyone think Quest or Thermal Fisher will want this test? To get an EUA the FDA now wants a company to be able to be capable of producing 500,000 tests a week. Aegea does not have that capability. They need a big partner.

Also, previously, Aegea told me that this type of test gets a $400 dollar reimbursement as opposed to a $100 reimbursement. I am not sure if that still holds, given the emphasis on home kits, but this test will certainly command more than a normal lab test.

Seth never gets any credit for the good moves he has made, and IMO he has made more good moves than bad trying to put Tauriga in a position to be very successful! This Company started from scratch 2 1/2 years ago.

Aegea could very well become a 1/2 billion dollar company overnight.

Just in the US over 10 million tests are done a month, if Aegea, through a large partner captures just 20% of that business and sells the test for $25 they could generate $50 million dollars a month in revenue.

Aegea also owns multiple switch blocker patents for disease testing. many are very valuable and are just sitting dormant because they have not been discovered. One test, is very highly rated by doctors and hospitals, but unfortunately, Biocept has not been able to commercialize it properly.

The liquid biopsy market is huge! Aegea will get quite a bit of attention in the next few months especially with new variants in the news. That has to draw interest to the other IP's they have. Aegea's CEO is in his 70's so I would think a buyout is a consideration over the next couple years..

https://www.medtechdive.com/news/illumina-inks-8b-grail-buyout-for-liquid-biopsy-market-investors-are-not/585584/


https://www.genomeweb.com/business-news/agilent-technologies-acquire-liquid-biopsy-firm-resolution-bioscience-695m#.YaIlUtDMLZs

Anyway, what is your analysis of this current turn of events?