Marina has a much broader oligo drug delivery toolkit than Arrowhead. Based on values the market is placing on RNAi companies today, we should be 1000% higher than $22 million market cap.
And view/listen to the Apr. 26, 2012 video where he talks about the new antigen Tapimmune has access to that no other company has access to and how when combined with TAP it may provide a
Superior solution for many HER2/neu breast cancer patients.Keith Knutson also believes it has strong potential for ovarian cancer.
All major investors have known about it for weeks. Apparently there is no major selling. Actually there has been net buying interest as the price has been rising. RS by itself has no effect on the market value of the company. You still own shares at the same market cap.
It was explained weeks ago in their SEC filings. All major investors in TPIV have known about the RS since then or before. Apparently none of the major investors are selling. There is net buying interest pushing up the stock price. Who's buying? Anybody's guess.
Listen to the end of the video when Keith mentions breast cancer and ovarian cancer. Sounds like ovarian cancer might be the next target after breast cancer?
And listen to his description of the project he is working on with Tapimmune. Scroll
down to view other videos from Glynn Wilson our CEO. He does a great job describing the Tapimmune advantages.
Because I think that is possible in the next 10 years! I will literally make millions when that occurs.
Look at the slide in the recent presentation given by French in San Fran. That shows a comparison of oligo companies and their chemistries. Marina has the broadest in the industry. I believe in Michael French's vision that Big Pharma will want to partner with firms that have many options for silencing genes. Marina is the only one with a double strand and single strand RNA in the clinic. Unfortunately we had to spend all our cash over the last 5 years to acquire those assets but it will pay off in the future. Still very early in this game. Marina has the best long term vision in my opinion.
Impressive list of competitive advantages from a PR when Tapimmune was GeneMax Corp on Sept. 9, 2003. Just shows how long it takes these biotechs to get the stars aligned but I think TPIV is getting ready to roll:
Based on cancer incidence data collected for the year 2000 from a Lyon, IARCPress document of 2001, the Company's TAP cancer technology, if successful, may form a relevant immunotherapy for 60%-70% of all new incidences of cancer in the US, Japan, and the four major European markets. The competitive advantages include: efficacy against secondary cancerous growths elsewhere in the body, no restrictions on the patient's HLA type, no restrictions regarding the genetics of the tumors, and non-toxicity to normal cells. The technology is complementary and synergistic with all other immunotherapies dependent on cytotoxic T cell killing and also has the potential to enable a variety of tumor antigen vaccines.
The market caps of both companies will be very close in the future. I believe Marina has a better toolkit than Alnylam. Battle of the RNAI Titans in Cambridge Mass in the next 5-10 years!
On May 24, 2010, Tapimmune sold $1.5 million in Secured Convertible Notes. They were issued with warrants to buy common shares but I don't think they created dilution the day they received the $1.5 million from investors. If mgmt plays it right, they do the reverse split, issue some great news to get the price up over $5 and then secure only the funding needed through a debt offering to complete some trials. Maybe the future exercise price is over $5! Remember, when the reverse split takes place Wilson and the senior leadership team get their preferred shares converted to common shares. Wouldn't you do that if you thought the price of the common shares had a really good chance of rising? Then institutions will pile into it once it gets above $5! This company's market cap should be $100 million based on potential alone. They are addressing multi billion dollar markets with a superior product!
Mayo Clinic contacted Tapimmune to work with them back in June 2010! Google "Tapimmune evoking aggressive response by the immune system" It's an article written by ME Garza on Apr. 6, 2011 and provides excellent background info on the collaboration between the two entities. A must read.
Once your preferred shares become common shares your interests will be aligned with ours. Don't issue any additional shares for capital. License something for cash in a non core area.
Let's get the price back up to 25 cents where it was in April 2012!
I read the posts about potentially being purchased by Arrowhead. Yes a nice 500% or so instant pop would probably occur But I would rather wait until they grow into a huge company on their own. Companies at the $20 billion market cap level in biotech only need a few approved drugs that provide a billion a year in revenue. With our patents, delivery technology and focus on sought after orphan drugs that might be very doable 7-8 years from now.
Hope they have been storing up good news to get the price up before the reverse split. If we get it to 5cents after the split it will be $5 and then institutions can buy in. I think it will move up for good as things have been put in motion by Glynn Wilson. Their tech can revolutionize vaccines.
Dr Wilson, look at how Biopharma handled their secondary offering when they restarted the company after years of dormancy. They needed to raise cash but they gave existing common stock holders the chance to buy $10k worth of shares at a great price. They wanted to be fair to existing loyal shareholders who put their money on the line with the company. I hope you do the same thing because you are an existing TPIV shareholder too!