LTP ltr pharma limited

1.82%

28.0¢

"The ED drug market in the US is $1.3bn per annum"Everything I...

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chuk

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21/10/24

12:43

Post #: 76221468
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Originally posted by numbatgumboots: ↑

The ED drug market in the US is $1.3bn per annum. If Spontan can get 10% market share (and that is being stupidly conservative imho), then the MC of LTP should be at least 10x what it is currently. That is the value proposition here.

The risk of the FDA knocking this back is as close to zero as it can be. It’s a drug that’s been around for a while. I don’t see how changing it from oral absorption to nasal delivery would change its safety/side effect profile much (besides halving the required dose which is only a positive for us).

So in summary, you have a very low risk, very high reward play here.

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"The ED drug market in the US is $1.3bn per annum"

Everything I have seen shows it to be much larger than that.

LTP Price at posting: $1.58 Sentiment: Buy Disclosure: Held
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(20min delay)
Last 28.0¢		Change 0.005(1.82%)		Mkt cap ! $30.78M

Open	High	Low	Value	Volume
28.0¢	28.0¢	28.0¢	$561	2.003K

Buyers (Bids)

No.	Vol.	Price($)
5	59408	27.5¢

Sellers (Offers)

Price($)	Vol.	No.
28.0¢	49537	2

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No.	Vol.	Price($)
1	1747	0.285
1	256	0.280
5	59408	0.275
8	102622	0.270
3	14902	0.265

Price($)	Vol.	No.
0.275	1540	1
0.280	50000	2
0.285	50000	2
0.295	101550	3
0.320	12709	2

Last trade - 10.07am 19/06/2025 (20 minute delay)

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