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Msg  28411 of 29026  at  6/30/2022 11:06:28 AM  by

dachmeister4u

The following message was updated on 6/30/2022 11:37:12 AM.

 In response to msg 28398 by  jan.dekkers
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Re: Where is our poison pill?

So if I crudely take $30 and multiply by 400 million shares, I get a take-out value of TCRT for $12 Billion.

In 2017 Gilead bought Kite's approved Yescarta as the first CAR-T and back then it was only approved targeting one indication -- refractory lymphoma. The price was $11.9 Billion.

Gilead did not even own the patent on the Yescarta molecule. Further, I estimate that Gilead has spent five to seven billion with outside companies, hoping to shore up the following shortcomings of viral-vectored Yescarta.

. Black Box safety warning.
. A two-year, uphill fight with third party and public payment programs that were reluctant to pay $850,000 for the therapy.
. Durability issues observed as response rates dropped from 80% range to 30%/40% range in three years.
. Assistance in their production process that includes the need for patient interrogation to help them define and manufacture applications within diverse, HLA patient populations.



That was a $11.9 Billion take-out for a CAR-T targeting lymphoma where about 80,000 people will be diagnosed with in the US in a year.

What price per share potential for the first TCR-T -- an effective, safe, durable and affordable therapy that targets 1.7 million people who will be diagnosed with solid cancers in the US? (American Cancer Society data for 2021).

Keystone of my own confidence in ownership --- Dr. Rosenberg was not exaggerating in the 2018, public use of the phrase "finally found the blueprint for success in solid cancers." His multiple, subsequent U-tube videos and research papers only add to my conviction.

I even use Dr. Rosenberg's 2016 statement about Sleeping Beauty within the context of affordability ... to include the attribute, (affordability), within his 2018 term, "success."

It was Dr. Attia who brought up the industry problem of "scale" as a major hurdle for "personalization" as a requirement to the success of killing solid cancers. And Dr. Rosenberg beamed to the question, "Can it be done?" Dr. R: "In a word, YES, and I will tell you why."

All the best, Jan.






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Replies
Msg # Subject Author Recs Date Posted
28412 Re: Where is our poison pill? kcchris 1 6/30/2022 11:55:32 AM
28415 Re: Where is our poison pill? jan.dekkers 1 6/30/2022 1:16:09 PM




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