australain health innovations., page-14

Playez, I haven't put a number on it. But looking at ACL deal with Dr Reddy's. Acl will get between 50 and 60 percent of profits from sale. Because fondprinux is a generic.

In this case OXY is a generic which should actually command premuim price because TPM Patch overcomes all of the problems associated with oral or injectible OXY.

The market is US $1.5 billion at present. I would epect that market could grow substantially with TPM-OXY because of the improvements.

As the Opiod market is US $7 Billion, the growth here could come vfrom that $7 billion and new users who were reluctant before to use OXY.


So back of the beer coaster stuff says OXY is cheap as chips to make. And seeing revenues other bios make. I would run POH's corner of the deal to be one third of sales revenue.


Total sale could end up between $500 Million and $4.5 Billion.So POH could expect between US$170 and US$1.5 billion. At $170 million with a 20 PE ratio. The company is worth $3.4 Billion dollars.

Thats a SP of $5 up to $40 on the better scenario. Actually because they can do morphine also, they would probably be given a PE ration of 40 to 50 times earning. Which would double that valuation.

Playez , these numbers sound stupid. But thats why I have been hammering on about the potential here for so long.

PoS