Member Info for Stebol

You guys are hilarious - it really is great entertainment

New road costs 'already' introduced in the PFS and it has already been independently reviews. My take is that it's ready and that they'll simply manage news flow over the coming weeks, hopefully to give the SP a positive kicking

Also still holding all mine and will wait to get an idea how this will play out.
Will probably get mightily pissed this evening as well
GL all

No

errrr - 24th November 2017 you said you were in deep and here to the end so I guess you've answered your own question - hmm?

Evening all.
Whilst I fully understand and appreciate the conservative price guesstimates on here, there are 1 or 2 things that just keep nagging away at me.
There must be numerous 'big pharma' companies that will want Iclaprim if approved. It will provide a multi year income stream, potentially in the hundreds of millions per annum; plus additional indications and worldwide on top.
What is that worth to someone like Merck or Roche? 80p gives us a market cap of around 250 million - in the grand scheme of things this seems like peanuts, unless I'm missing something?
I have no doubt that the industry is fully aware of Iclaprim and it's potential and that offers will have been made. The question for me is how much? It seems inconceivable that multi billion dollar pharma companies would just be sat around waiting to see what happens.
I believe GL himself said north of a billion in terms of value and that is what I'm hoping for in terms of an offer.
It's been a bloody long journey - like sheltie, I'm not doing this again.
Fingers crossed for this coming week and wish you all good fortune, whatever your strategy

Schlem - so that's Yes then lol. Why use one word when a chapter will do!!
Please note - NOT a criticism - I enjoy and appreciate your posts both here and a couple of other places. You do dig up some lovely morsels. Please keep it up
GL

Absolutely. That's the beauty of them

Correct

'Greedy and lacking integrity' ?
Surprised at you Strider - Why is it that when the the SP doesn't go up in a straight line some people just want to jump on the 'kick the board bandwagon.'?
Its pathetic, it really is.
Plenty of people on here very happy with NM and know there's more to come

Many thanks for posting this. In terms of coverage / interest, hopefully a sign of things to come.
On a purely selfish note, I'm hoping not too much before the next annual ISA allowance!

Its a tricky one for sure. Most LTH's here are a bit like Pavlov's dog and have been conditioned not to expect a great deal in terms of price. Everything so far that has de-risked the process has not resulted in any anticipated hike in the SP.
So, if we get approval, I'm inclined to err on the side of caution and suggest somewhere around 80p. Then it all depends on what lands in terms of a deal and how quickly. I agree with schlem in that there may be re-trace if there is a delay in any deal being announced. It largely depends on whether you are of the view that a deal has already been done, subject to approval. GL whatever you decide

Kels - i guess if we go with a partner and prove up sales then that would potentially increase our value to any interested party. As to your first point - how do you know we haven't!?
Still need approval first although its hard to stop one's head spinning with the possibilities.
GL

Forecast sales (even at lower end of estimates) x number of years patent protected + additional indications + ROW.
$1bil seems cheap to me but then I'm a hopeless optimist

Sandfire too

looks like a trading halt

Schlemiel - for the sake of clarity, what do you mean exactly?
Realistic valuation now? After this years drilling, after next years? So many variables to consider.
Can't speak for WW but I'm in until we get bought - at whatever price that may be and whenever it happens.
Regards

Actually, not a bad analogy at all

Way too many variables to hazard a guess. Firstly, we need approval. If that comes then much will be dependent on any partnership deal that has been negotiated.

Excellent read, thanks for posting