Here's the scene: . The ALS Phase II surgeries finally start next month. By year end, we see patients with stabilization. As the dosage escalates, we see patients with Ted Harada-like results, i.e. improvement. By next summer, the ALS community is pressuring for accelerated approval. The FDA grants the approval because, while not a cure, NSI-566 stem cell surgery is the only treatment available for limb onset ALS. The FDA acts promptly because it is particularly sensitized to the issues facing ALS patients and their familes after last winter's hearing.
CUR charges $ 30,000 per treatment for the stem cells and earns over $100 million the first year (3500 patients). The amount of earnings increases over time because patients return for additional treatments. The stock rises to 30 and CUR does a 10 million share secondary. The company then has $ 300 million in cash, plenty of money to run whatever trials it wishes.
The ALS trial is gold. Looking GREAT. If all they were doing were the ALS trials, we would still be looking at a GREAT opportunity. Mix that with the rest of the pipeline and this company is Explosive!!
I doubt treatments will be that high. A range between $ 30,000 to $ 50,000 for a series of injections seems about right. I suspect CUR will want a fair return but not so high that it is out of reach for many. If successful, an ALS patient may spend $ 150,000 to 250,000 for all series.