SPL 2.50% 10.3¢ starpharma holdings limited

Ann: Change in substantial holding, page-14

  1. 15,598 Posts.
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    On the subject of upfront licence fees Bell Potter in one of their analyses on SPL several years ago gave estimates of the likely upfront fees at $15M for Dep Doc, $8M for Dep Cab & $30M for Dep Irin.


    A far cry from some estimates on here @chrisnj - IMO what big pharma is going to throw in $300 million claimed by some on here for a couple of license deals when our market cap is circa $60 million .... @antibotter also thought these license deals would materialise way back in 2019 (over 4 years ago) and claimed the share price would hit $5 by the end of that year ? That worked out well ?


    (Sadly) I don't think the DEP license deals will be anything like what some have predicted on here over the years let alone the supposed subsequent share price resulting from same ..... and people wonder why I call out the 'optimism' on here - just sayin'



    https://hotcopper.com.au/threads/8-...-by-christmas.4784093/page-2?post_id=38788180


    ......with any price sensitive announcement involving AstraZeneca, licensee for Dep Docetaxel or Dep Cabazitaxel, start of release of Betadine BVgel into Europe, disclosed undisclosed partership with big pharma regarding ADC's....with any of the above or ones that I have not mentioned.....the share price will go ballistic



    So based on the comments above....my price for end of year is $5
 
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