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Having hundreds of new staff with different T&C's, who wont accept the new company terms, some TUPE staff may have legacy terms which are far better in smaller companies than bigger ones. People used to working in smaller teams and seeing their management in the workplace to then having to deal with remote offshore managers...
For me this is heading in the right direction, most or all pharmas are down at the time of writing this, TILS isnt. Im not counting my chickens yet. But i still feel that when the value is recognised then a takeover soon benefits the business trying to acquire the product (but maybe not us). Why let this product mature and become 5-8x more expensive over 2-3 years and then repackage it once its bought out. Better to get it now cheaper and mould it into the company vision.
Both ways have pro's and con's no doubt. I'll happily take an average of 2-3% up each week for the next 12-18 months if its goes that far. Im in no rush. Good things happen over time.
I agree with JAdam, when winning new business, the staff that TUPE are generally sold as part of the deal with the tech, not because all off them are valuable, but ethically and morally its the right thing to do. However the company which will get the new staff would prefer the tech and a handful of people who know how it works and nothing more. They most certainly do not want to double up in areas which automation or their own spare capacity will mop up.
When the redundancies happen, sadly those people who TUPE in are generally the first to be let go.
That is a rough comparison...even if we achieve 50% of that valuation, I think all shareholders will be pleased. I’m just hoping we avoid a hostile takeover bid
Here is a sample quarter (Q2 2029) sales figures for OncotypeDX, which is multiplied up gives a current annual target market size for StemprintER of about $368m. And and average Biopharma P/S is around 10 ;o-)
U.S. invasive breast revenue from Oncotype DX Breast Recurrence Score® tests was $82.2 million for the second quarter of 2019 compared with $72.5 million for the second quarter of 2019, an increase of 13.4%.
U.S. prostate test revenue from Oncotype DX® Genomic Prostate Score® (GPS™) tests was $9.6 million for the second quarter of 2019 compared with $6.7 million for the second quarter of 2018, an increase of 42.3%.
StemPrinter is now 40-50% better than OncotypeDX.
Currently the market is valuing StemprintER at £0
The TILs mcap is driven by the Covid news and the liver cancer drug.
Fantastic move by the CEO to plan a demerger
CEO confirmed that TILS shareholders will get a 1:1 share in the new company in proactive video. So if you own 100 shares in TILs you will get 100 shares in the new company.
The SP of TILs shouldn’t take a hit as a result of the de merger because it is not being valued in however it may drop alittle.
Top Wall Street analyst suggests new company for StemprintER alone will ipo at around $300M
Boooooooom!!!
Rubbish, illogical comparison, Exact Sciences purchased a company with 1000 employees not just a platform.
OncotypeDX was bought out by Exact Sciences for $2.8bn 6 MONTHS ago
StemprinterER is 30% more accurate than OncotypeDX
Therefore value should be 30% more than OncotypeDX.
2.8 + 30% = $3.64bn
Just let that sink in...