The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Ruck explains his "deal" https://twitter.com/i/status/1197895373957808129
'Royalty is 100% to the bottom line'
So no costs? You are slipping inanaco; despite no revenue now you state that '100% to the bottom line'. So there are no legal or other professional costs? If I could be more caustic without having the post deleted I would [yes - I know you prefer not to respond to devil posts] but I totally disagree with your opinions about the future share price.
It is easy to ignore so you do not have to defend your position...
you mean you cannot explain ref Royalties
and you seem to have not considered the stage payments ... etc etc etc
Inan,
I'm off to the pub. I can probably have a more intelligent conversation with my pint of Bombardier!
Royalty income goes straight to the bottom line because the costs to develop the IP are all sunk and there is no marginal cost to let another business use the IP. If you're in an industry where the profit margin is 20%, then for every $100,000 of royalty income you generate you would need to make $500,000 in sales to deliver the same amount of profit.
No company makes 100% net profit!
What about buildings, salaries, manufacturing costs, further research, IT equipment, travel etc etc etc.
a Royalty goes straight to the bottom line ..
why do we have to manufacture it ?
really ...
in the adjuvant space name the "lot of players"
There are a lot of players in the Melanoma space. Trinity Delta were predicting 2.3% market share (of $14.1B)
Maybe if you were CEO you could persuade everyone to work for nothing, get premises rent free, free flights etc?
who is the competition ... Keytruda ...lol
so why 6.9 percent ... Market share
No company makes 100% net profit!
What about buildings, salaries, manufacturing costs, further research, IT equipment, travel etc etc etc.
Royalty is 100% to the bottom line .... less the cost of banking the cheque
what is this 20% profit nonsense ?
We could of course use your formula....
Market size = BIG BUCKS
Market share = 100 percent (because Scancell are great)
SP = £8
"abbot Maths"
Inan,
Don't ridicule it just because you don't understand it.
The "maths" is a pretty standard financial calculation.
More than happy to debate the input parameters if you like but the formula is sound I can assure you.
Inan,
These are the assumptions I have used:
Market Value $4B
Market share 6.9 percent
Royalty to SCLP 17.5 percent
Net Profit 20 percent
Exchange rate 1 GBP = 1.30 USD
PE Ration 20
Assumes another £6M to be raised at 5p
what ever ....
"abbot Maths"
$4 billion of sales US alone = 25p a share ?
Just to add.....
25p in 2027 equates to an NPV of 6p (using a 20% discount rate) .
So yes, today's share price is covered by SCIB1 alone.
So buy today at 5p and get a 20% per annum return by 2027.
If it did get to market by say 2026, it could be worth 25p/share (SCIB1 alone based on a £4B market)
LOL ........... US = $4b
so worth 25p a share . ?
are you for real ?
Hi Ruck................."".In fairness I think we all know what the maket needs to see.""
Yep, you hit it on the nail
Sorry, that should be $4B not £4B.
Inan,
"The reason why i keep saying SCIB1 ... easily covers the Shareprice ... is because it does ......…"
Is that the best argument you've got lol!
FWIW, I think SCIB1 COULD easily cover the share price but it all depends on it getting to market. That seems a long way off at the moment. If it did get to market by say 2026, it could be worth 25p/share (SCIB1 alone based on a £4B market)
I see Isa Pharmaceuticals and Polypeptide are represented
https://neo-antigen.com/speaker/willem-jan-krebber/
https://neo-antigen.com/speaker/trishul-shah/
You are right Inan.
I should have added the word "personalised".
What Lindy specifically wasn't keen on was the approach of Genentech/BionTech
https://www.gene.com/stories/advances-in-the-cancer-immunity-cycle?topic=epigenetics
The reason why i keep saying SCIB1 ... easily covers the Shareprice ... is because it does .........
the rest is a bonus ...
Tf please chill .. it will happen
Ruckrover ... Look at share price
I know you have your valuations ... which i find "simple" ....
here is one from Scancell
SCIB1 In combination with checkpoint inhibitors in patients with late stage disease to increase efficacy without
compromising safety
? As monotherapy in patients with resected disease (adjuvant setting) to delay or prevent recurrence
? 260,000 patients with stage IIB, IIC, and III melanoma, of which 45% can be treated with SCIB1* at an
estimated annual treatment cost of $40k representing a $4b market in the US alone