The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Mornington Oz
The question is how could you actually value the company?
We know about the imaging side but not how many times they have been used. Hopefully this will become clearer when we get some results. But will them sales increase exponentially once we have the insurance code?
The GaM trial do you value it on the possible PRV we are not guaranteed to receive but sounds like a very good chance we will?
It the trial is successful what would the valuation be then. Like I said at the weekend 14000 new patients each year in the USA alone with an average cost of $180000pa and it could be more than that.
I know people will say that is a long time off but maybe not as long as it might be with the possible new pathway application. The cost of the drugs trial who will finance it? We seem to have got so far without any other external shareholders. We don’t know what is happening about the prospective new grant application.
Orphan drug status gives tax and longer exclusivity benefits.
Does anybody have a clue what the company is or could be worth in the near future? The only thing I would say is certain is we are worth far more than the current mcap.
Thanks
Cautious (and everybody else)
To follow on with our discussion this afternoon about emailing TB.
Just thinking aloud here but do we as a group own above 3%, 10% or even 30% of the company? Then would we be classed as a significant shareholder group and would TB need to reply to our questions?
Just a thought, again no idea to the answer but I thought I would see what others felt.
Thanks
Cautious you are absolutely correct. I do ask questions because I like to canvass other people’s thoughts and ideas.
I have previously emailed TB and he does reply, not always but more often than not. He also seems to have replied to BB and I did like the reply even though 2 years is longer timeframe that I would have liked to hear.
All I am trying to say is if people are desperate to know what is happening then ask TB see if he does reply. Maybe he is unsure, maybe he has a plan he will not share. I don’t know the solution to these issues but I believe in what Mike and the team are doing. That is what is making believe in this share.
No offence meant to anybody
Thanks
Totally agree with BB
If people have issues with TB have you actually emailed him to discuss these? Or ask a question at the next AGM.
If he wanted to go private why would he take so long to do it especially after all the good news we get from IB.
He only controls 30% everybody else controls the other 70% if you include KS. If he took it private surely he would have to buy KS’s shares as well? I don’t see that happening with all the work her and the team are doing.
Just my thoughts
Patience
Thanks
BB
I think you make a good point about majority and minority. How much of the company do we long term holders own, are we the majority? If so what are board’s legal requirements towards us?
I think we need to separate IB and IQAI.
How many people have actually ever contacted TB to ask what is going on?
Is there a more formal process by which shareholders can do this?
Lots of people on here are disgruntled but is there a proper process people can go through.
Sorry I don’t know the answer to these questions but I thought somebody maybe able to shed more light on them and quell the growing “anger” of shareholders.
IB keep on performing and I for one would never want to question their performance or trajectory.
I would prefer the patient let’s see what happens route but I think people would appreciate more contact/communication with the directors of IQAI.
Just my thoughts/ramblings
Thanks
CL
Maybe we will get a RNS tomorrow with share updates?
That is maybe why Mike had to delay the newsletter’s release until after the market closed on Friday?
Who really knows?
Let’s see what tomorrow brings
Thanks
Kaneonaim
The answer could be this part:
“The FDA does allow direct costs to be
recovered under an EAP. As an unapproved agent, patients would have to incur the direct costs of
receiving the agent and we are aggressively working to make this as affordable as possible.”
So patients and grants fund phase 2 maybe? Not sure
Thanks
A bit more research showed approx 14000 people in USA alone get diagnosed with GBM each year.
So if you do the maths 14000 x $180000 that shows a potential market of $2.5B pa in the USA alone.
I know this is pie in the sky thinking but this is upto 14000 people alone in the USA this could help each year.
TB can have his extra few shares if we can tap into this market.
Thanks
Kaneonaim
Yes that intrigued me as well when I reread the letter. I am sure I. Have read somewhere about sometimes orphan drugs missing out phases. The FDA seems in my opinion to want this drug approved asap as it certain meets an unmet need.
Thanks
Anybody any idea why this has been issued via X/twitter rather than the normal RNS? I wonder if we will get an RNS about it tomorrow.
If we don’t are people trying to keep the
excellent progress news low key and away from other people who may not search for it? If so does that add weight to the conspiracy theories?
Watch this space
Thanks