Ann: NYX-PCSK9i In Vivo Study Exploratory Analysis Results, page-24

First 24 Last

Share
Profile

Follow
Ajjax

1,961 Posts.

175

20/08/21

12:08

Post #: 55441547
Share

Originally posted by All4Info: ↑

Depends on the structure right? I'm suggesting a base case deal structure (on successful phase 1 results). And some NPV' to put into persepctive the sheer value on our hands if this gets legs.

Do NYR want cash up front, then royalty is lower (2% is just a number I plucked, I could be well off the mark), maybe its more cash than $50m as an upfront - great for NYR if that's the case... No cash, then yep higher royalty - but that means a long wait until you might actually get any cash, and you might never get cash if it doesn't get to market.

The likes of a Pfizer will highlight how it took 10yrs to get Atorvastatin approved, and the $, and the reduction in time on patent to monetise in their side of the argument to keep the royalty down (and an upfront for that matter too).

As a coy with other opportunities in the pipeline, NYR will 100% take a cash upfront, even if the NPV is lower than a bigger royalty. They can use the cash to progress the other opportunities in their stable, and they would have realised a real return.

The structure could be more complicated, multiple cash payments along the way, an initial upfront, with milestones for certain achievement on phase 2 & 3 etc.. Again a lower royalty, and also more preferred if NYR is considering it needs cash along the way for other compounds.

Would be great to know some recent deals in the Bio space re upfronts and royalties to get some perspective - fire away if you know of any..

Cheers.

Expand

And in the meantime this has touched a 2021 low. Looks like a rubbish medical exploratory company. Typical story- hype announcement- slide slide- a CR to keep the show going and ... life goes on...

NYR Price at posting: 27.0¢ Sentiment: Hold Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

Monday's HotCopper trends: DroneShield contract, Vection pilot order | June 30

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

BPH

Australia’s gas crisis is here – and dying coal plants aren’t helping

EOS

Two defence stocks, two $60M deals – why EOS shares are going up

AII

Almonty Industries shares EXPLODE! Rheinmetall, Renk, and Hensoldt left in the shadows!

First 24 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 24.0¢		Change 0.015(6.67%)		Mkt cap ! $48.51M

Open	High	Low	Value	Volume
22.5¢	24.0¢	22.5¢	$73.51K	310.5K

Buyers (Bids)

No.	Vol.	Price($)
7	71795	23.0¢

Sellers (Offers)

Price($)	Vol.	No.
24.0¢	201667	1

View Market Depth

No.	Vol.	Price($)
7	71795	0.230
3	175485	0.225
5	206056	0.220
3	130005	0.215
3	150000	0.210

Price($)	Vol.	No.
0.240	201667	1
0.250	38461	1
0.255	25000	1
0.260	54498	2
0.265	28500	2

Last trade - 14.47pm 30/06/2025 (20 minute delay)

NYR (ASX) Chart

Ann: NYX-PCSK9i In Vivo Study Exploratory Analysis Results, page-24

Monday's HotCopper trends: DroneShield contract, Vection pilot order | June 30

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

Australia’s gas crisis is here – and dying coal plants aren’t helping

Two defence stocks, two $60M deals – why EOS shares are going up

Almonty Industries shares EXPLODE! Rheinmetall, Renk, and Hensoldt left in the shadows!

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: NYX-PCSK9i In Vivo Study Exploratory Analysis Results, page-24

Top Stories

Monday's HotCopper trends: DroneShield contract, Vection pilot order | June 30

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

Australia’s gas crisis is here – and dying coal plants aren’t helping

Two defence stocks, two $60M deals – why EOS shares are going up

Almonty Industries shares EXPLODE! Rheinmetall, Renk, and Hensoldt left in the shadows!

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News