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Price rise is no surprise., page-2

  1. 5,756 Posts.
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    Yes GC, there are a few differences with this current scenario and the previous one.

    There IS A DEAL in place with a pharma.

    The patches have been further developed on info received with early trial results and commercial upscale attempt.

    The bulk of development costs are now removed from POH.

    On that basis, the market caps reached previously are all in play again now.

    The rise occuring is understandable, as you say, expected. Will the good news be priced in by the time (if)it arrives?

    The kicker is that the Terumo patches deal only covers Japan. Thus another deal/s can be brought to the table at any point from here for the rest of the world.

    Thus enabling the historic highs of the market cap to be exceeded significantly. From memory the previous high market cap of POH was about $320 milion. Current market Cap $37 million.

    How long would it take to reach such a level and then possibly beyond?

    12 months? 6 months?

    .
 
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