I think people are just now realizing that the RPDD voucher for DIPG is or can be worth 100-300M USD. KZIA market cap on Nas is currently at 30M USD. This added value to the ongoing trials and data values the company up to 10X its current value... or $60 USD per share. I am sure this will be included in re evaluation of the company in the next company report. Unless I am mistaken or doing math wrong this is what I see as a minimum current valuation. As far as we know; there are still patients alive in the phase II trial adding time to the overall survival which has already surpassed TEMO ; the current form of care. The real value is when the FDA approval comes which I can barely see not happening since Pax works on the 2/3 patients TEMO does not. This will add another minimum 1.5 B to the 300M valuation. Being mentioned or not in the SNO conference tomorrow is not as big a moment as this. In other words... if we are not mentioned , dont worry... the mic hasn't dropped yet!
KZA Price at posting:
77.5¢ Sentiment: Buy Disclosure: Held