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I’m not banking on a ten bagger from here, but I will accept a pro rata share on a £3bn stemprinter spinoff and just settle for two BIG pharma deals for Crohn’s Disease and MS.
Right from the horses mouth if one of our products go to market then we will be worth billions. Happy days
Afternoon all
Not sure if posted.
https://youtu.be/ggFJ-XX6C5M
I'm sure Exact Sciences will take a financial hit with this. I mean who will want an inferior product when their health is at stake. All clinics/hospitals/patients/insurers will want the best available. It will certainly be interesting seeing the outcome of it's valuation. :)
I am certainly not in the medical field but put yourself in the shoes of an oncologist working in a hospital. If you were aware of a product 40 per cent better than the existing product you were using for diagnosing breast cancer you would be pushing hard to use that product. There’s also the key benefit of being more accurate with the chemo requirements.
Obviously the cost factor will come into play for the procurement teams.
Maybe some hospitals/medical facilities will end up using StemprintER for breast and OncotypeDX for colon/prostate cancer.
Before we get too carried away with the StemprintER dollar signs we need to remember OncotypeDX was already up, running and established globally with 1,000 employees and also has colon and prostate cancer clients. Plus being 40% more accurate doesn't give it 40% more value it just means it is capable of taking the current value for itself. Not trying to be a damb squib just trying to keep my feet on the ground. :)
For all we know, there could be an off the record bidding war going on in the background for StemprintER.
We suspect that two companies could be interested, maybe there’s more? This will drive the price up.
I agree with the consensus on here that StemprintER will be sold but if the option of the demerger is taken with the new company Acustem, I will still be more than happy with this outcome and have faith that production will be delivered. You don’t target a big rival like Cerrone and Shailubhai have unless you’re seriously confident in the product.
Either way, it’s a win win situation for shareholders.
The StemPrinter news that it was a 40-50% improvement on the current market leader kind of came out of nowhere. Nobody had really taken much notice of this product before then. STEM though can be valued pretty accurately because 6 months ago Exact Sciences paid £2.8bn for a similar but inferior product. if STEM is 160m shares then each share would be valued at £17.50 maybe more but not really less.
So we can place a current value on TILS of between £20-30 £20 without any COVID19 treatment £30 with.
I agree & think we will sell Stem, but just wonder if it will be outright or with potential royalties (re rockz).
Also, think there is no likelihood TILS will be sold to big pharma at this stage as there are (effectively) so few shares currently circulating coupled with the fact that in excess of 75% are in the hands of only 4 holders (GC incl). If we take on trust/fact what yesterday's interview suggested, expectations, almost, cannot be measured.
Agreed a major pharma already has a sales and distribution network and can quickly ramp up production etc. I can see this beig worth at least a billion to any major in its current form.
To benefit patients StemprintER needs to get to market quickly and Tils does not have the infrastructure to do that so surely it makes sense to sell it to one of the major diagnostics Co's.....which will benefit patients and Investors
In 2019 156,000 patients were screened with OncotypeDX at an average price of $4,000 per test in the U.S.
e could see revenues in the hundreds of millions of dollars annually for StemprintER as it catches and overtakes OncotypeDX.