Re: Resverlogix Reports Filing of New Intellectual Property on Key Renal Protection and Glucose Control Markers
posted on
Nov 02, 2020 04:58PM
Tada ... Aside from the potential therapeutic and financial value of apabetalone in the market, I think the patent extensions (in combo with apabetalone) for some of the SGLT2's out there is very underrated. Just keeping some of those existing therapies on patent protection for an additional 10 years or so rather than dealing with generics is worth a bundle also, in addition to the competittive additive therapeutics effects and commercial "story" of apabetalone. This is a very difficulty deal to calculate, but if the numbers are good from BoM2 then we should be in a pretty happy place that's for sure. All things considered.
Just wonder what number would get Don and the board to turn over the keys, right now, today? ... $5-6b or $20-24 pps? Probably "more" realistically, given all of the potential. Just partner now and wait it out for BoM2 for the full realization, most likely though, in case there is data supporting $8-10b or more?