Hi all something Harry said at the meeting was that the information was all there in the announcements. He said the announcements are very carefully worded.
I have looked back at some announcements and have picked up the following .
Oxycodone patch ann. Feb 1. in about TPM
Other products based on Phosphagenics TPM technology in clinical development include products for the treatment of diabetes pain dermatology and other diseases.
So what do we know about that statement?
Diabetes Novartis for Animal Health known deal
Are they also moving towards humans secretly?? Or is someone else?
Pain they are not referring to Oxycodone so it must be for morphine Lidocaine or Diclofenac(Voltaren) that they have previously done studies for.
Possible some other pain medication?
We have a Norvartis link with Diabetes animal health maybe Norvartis Voltaren?
There was some mention on HC of Phusion getting the Lidocaine.(can anyone confirm?)
Dermatology Retinoic Acid used for acne.
Global Dermatology Company listed as a completed commercial deal at AGM. But is this for retinoic acid or something else?
Or is the retinoic acid for the Global Cosmetics Company deal also mentioned at AGM. Or both?
Other diseases, very broad! Is this referring to CSL and vaccines for various diseases?
Or some more specific areas with others???
Retinoic Acid Lidcaine and Diclofenac are all mentioned as non .systemic. Minimal regulatory hurdles, fast to market. All of these could be deals that have been forged over the past 2 years and are waiting that final signature. Harry did indicate there were deals that could be signed off within 6 months that have been in progress for a long time.
Harry said that when an MTA is done all terms are decided. So it is just a matter of trigger points being exercised. When you look at much of those(results) has occurred over 2 years ago.
Retinoic Acid,Lidcaine and Diclofenac all produced 400%+ better effectiveness.
The global sales of these products Retinoic Acid Lidcaine and Diclofenac is .
$2.2 billion dollars. Now if we produce a product at least 4x better than the leading brands is getting a 5% market share out of the question? $110 000 000 sales @ 10% royalty. $11 000 000 a year just from those 3 product streams.
I reckon that gives us a SP of $0.33 right there.
Now add in known projects going ahead . AOD Phusion Insulin(animal) ISP Elixia Le Metier Global Cosmetics Co and Global Pharma Co.
Now add in the ones developing and known to work .
Oxycodone Patch Insulin Patch(human)
Now add in the ones in development .
Other diseases CSL Vitimin D
Now add in the one on the back burner or to be developed . Vitamin K the statins anti cancer India Japan Taiwan(China) and the ones we have no idea about!
Geez 8.8c
Please add to your thoughts and help us break the code.
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