The company has lot of work to do before we get to even $7. And that includes finding better institutional support for the sellers that are still in this stock.
For anyone that thinks that rnai is the miracle platform for anything, read todays news: Deadly Leukemia Tamed by Novel Immune System Gene Therapy
Just one of the many possible other revolutions. Rnai is nowhere near this kind of cancer treatment right now.
Again. You are forgetting about all the costs that you have to make. And it wouldn't even be a monopoly at all. Do you honostly think that these technologies are the only delivery technologies that are available?
And who would provide the trigger technology? And who would provide the capital? I would not want to invest in a company that would just try everything, spend money on everything, and only see a few produts make it.
And who owns what? And who can use it? And what about trade secrets that are needed for the research but are not patented yet? Can you give an estimate of the legal costs involved in setting something up like this?
The end result would be a license. And they can do that now.
With the share price and the high cash burn, you are probably right, only a little dilution. I don't think there are many funds who want to risk so much capital with more dilution again in a few months or so.
Do you even know what you are saying? Let's give away the technology for free and let anybody experiment with it to create their own versions and improvements? Want to know how that worked out for tekmira? Years of lawsuits with merk/sirna and then alnylam. yes great idea. Here's a better one. Let's make this technology open source. No need for patents anymore. Even better give it to the chinese, they have much more people to run experiments, much cheaper labor, and they can probably do much more with it than a company without cash.
If we assume 6-7 million each quarter,
price going lower with each dilution
about a year from now until the end of phase 1 (which is what anzalone said they will need for RNAI partnerships)
share offerings will get done without problems, and they will get the money they need.
current market cap of 30M
that's about 100% dilution from where we are today.
Growth Works, they are/were a large investor in TKMR, but have selling their shares for some time because of their financial problems.
Everybody is just waiting for GW to sell their shares. And of course the PLK1 data or other news is probably a few months away.
How much dilution do you need to get to the beginning of the Phase 1? Or even the end? Anzalones credibility is lower than ever. He even used his famous inflection point again, that has been going on for over 4 years now I think.
HBV might be great, but there is no real strength in negotiating anything right now.
At some moment it's better to not do a R/S. Stocks stop going down when they appear to be low at just a few cents or so. It's just like some years ago this stock was at 0.30 it was kind of the ultimate low and people would buy.
is that he thinks that showing some pre clinical stuff is going to get investors to jump in something with so much risk while other companies can't even get money which are in much better positions.
Even if he can get some money it will be bad for shareholders.
1 - 3B: too high
but if you assume 3% royalties: too high, more like 1.5% or so
TKMR is probably very undervalued. But this stock needs to get new shareholders first, and lift the uncertainty on the PLK1 and Ebola contract
Lifshitz Law Firm Announces Investigation of Arrowhead Research
The one thing this management knows how to do is sell their technology for almost nothing to keep it from going bankrupt. It looks like we're almost there.
pricing is horrible! it was the last time, it is now!
This isn't money. There are CEOs that get this kind of money in a year, some even in a month for just doing their job.
This only shows that arwr can't get more money at this price, or at all. And still mgmt is not cutting fat/letting people go etc.