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Humanity will be living with coronavirus “for decades to come”., page-43

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Davidsmith80

642 Posts.

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23/07/20

16:04

Post #: 46044964
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Originally posted by PickEm: ↑

PharmAust has simplified the future : - into a a binary outcome ... within a fixed timeframe ... with the Major.

The Mayor's INCENTIVES:

Incentives 1 - Proven ... targeted efficacy, low to no side effects, stable shelf life, 2 decades of safety data
Incentives 2 - Enhancements ... oral, palatable, GMP production, profitable - low cost/high margin
Incentives 3 - Commercial ... enlarges existing market (more opting to treat their animals), a sales tail (ongoing home dosage needed for control), stand alone or complimentary sales optionality, exclusive first mover marketing and sales
Incentives 4 - Cumulative ... longevity optimised, other cancers, other animals, extending sales into prevention

DECISION TIME - EXCLUSIVITY

1) EXERCISED : locks in 12 yrs of monopoly sales and market dominance to follow (the earlier, the longer the monopoly sales)
- at a monetary cost of funding a 3-4 month canine Phase 3 trial using a fast tracking FDA voucher (immaterial for a mega corporation)

2) DECLINED : zero cash outlay but the above becomes the opportunity cost (ie the opportunity foregone)
- this decision allows the Major's competitors entry (to incentives that were partly generated with the major's assistance ... the potential for major humiliation)

Logic and human psychology shout the outcome to me. Remember, no other mTOR drug has Monepantel's set of p70S6K attributes - none.

Day 36 of my 90 day countdown. The investment premise stronger than ever. The weakness as always is PharmAust's near sadistic non-marketiing stance (more on that later). Gold and silver flying, sword at the ready ....

Expand

Exactly pickem... Great commonsense post based on facts!

Very logical explanation of what is about to take place
(This year).

Cheers.

Last edited by Davidsmith80: 23/07/20

PAA Price at posting: 18.0¢ Sentiment: Buy Disclosure: Held
12 Upvote

0 Great analysis

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