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Theburg

09/09/22 6:59 PM

#20170 RE: Cyosol #20169

It would just boggle my mind that a company that is going after the toughest disease out there and going after the most difficult population of that disease, the severe patients, would not quickly be worth at least $1 billion dollars with clearly good results from a trial.
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Babaji

09/09/22 8:44 PM

#20174 RE: Cyosol #20169

All good points Cyosol.

My speculation is that INITIALLY (prior to the confirming detailed analysis of 4 months), based only on “good” top line data (especially with the past murky results and pharma attacking us with a lot of trash) we would be lucky to reach a market cap of a half billion. This is 10X today’s market cap! Too much of a shock for the market to swallow that such a small company may have succeeded where giants have failed. Further such a small trial will leave doubts, e.g. why hasn’t big pharma teamed up or bought us out?

However, post the detailed analysis substantiating the results with supportive full statistical analysis, peer reviews, etc. we will creep up to $1B like Cassava. Then based on FDA actions, e.g. phase 3 approval or BTD, we may begin to shift up further, say $2-5B, especially if we get a pharma partner to make a deal and take on the phase 3 trial responsibility.

The next question I have is does SNPX receive the “blinded” results in real time as the patients complete their tests? If yes, and though they are blind results (don’t know placebo from drug), the SIB scores shifting +4 points or more in half the patients would be a dead give away, right?

Any thoughts?