fda approval, page-6

i cant tell what the price will be.

but what i can (without giving advice) is show 3 highly likely scenarios where the share will be

a) the first one (and most pessimistic ) the share will represent EXCLUSIVELY the gains the company can have as result of commercialisation. For sure too early stages to know all aspects of productions and costs(inclusive scale)
but if u have read the several “calculations and guesses here about productions costs , size if market , participation if the market, and selling price, we talks about something in between

1.50 to 2.50 (based on 1.00 represents just represents entire IP but zero percentage if chances to other therapies)

this number sounds “low” but its not. Remember the GvHD is not a huge market and the costs of production and general business costs cant be split in huge number of units sell every month.

b) that scenario (that i believe personally) will unlock a huge list of therapies that currently is un priced as result of no approval and no safety that will be.

as soon GVHD is approved all other ones start to be seen by market as a reliable chances that also will be.
for sure not fully priced but huge optimism will take over the entire company and the initial 2.50 can easy jump to 5 in question of few days after approval.(interesting i read recent broker that start cover this share stating sometjing in this line)

c) the final scenario if price after approval , less likely but still likely because the share after so many years dragging losses created an armynof lover and haters.
this one will be in line to recover their sufferings.

doesnt sounds to me surprise if we will see 10,00
as result a huge speculation and rumours and for sure some Pharma, now a days more “in defensive” will re-visit strike some agreements.

summary
2.50
5.00
10.00

just my views

CATO