I don't think making numbers is terribly essential in this case. How many analysts give coverage? Anyway, these guys don't need to dilute to raise cash, which is probably the biggest factor. They should get cash flow positive before they run out of their 18 million cash. Their last raise was at 1.42 in December.
They guided about 32 million revenue and their market cap is 42.5 million. Would some other bigger tech buy them out for 50M? Probably. You get 18M cash off the bat, so you'd only pay 32 Million, which is their revenue stream, which seems like it should increase next year...
Anything can happen, this could drift lower, but it isn't expensive right now.
Agree with this, if there are no serious adverse effects, it does no harm to allow its use for the subset of patients. RFA, TDox and 45 minutes.
Recurrent Chest Wall is not as prevalent as more typical breast cancer. It is women who have had breast cancer and a mastectomy and then the cancer spreads to the chest wall. They also have tried all available treatments, so TDox has become the last resort and it has worked for some. That should be enough for breakthrough approval.
EXEL at 800+ million market cap is selling 4.21 per share, or so. That is the difference between low float stocks and large floats. Or Outstanding shares to be precise.
There are a few reasons why this should be considered for accelerated approval.
Doxorubicin is a known entity. Decades of awareness of its mechanism of action.
ThermoDox is just a tool to deliver Doxorubicin to tumor cells where heat causes the Liposome to release Dox.
These patients have no alternative, many suffer painfully.
TDox alleviates pain and impacts tumor spread, if it shows efficacy, it should be considered for rapid approval.
I believe this is a case where you don't really need a long term Phase III.
Go read up on Recurrent Chest Wall breast cancer. It isn't like you're dealing with a solid, localized tumor, it can be a large, widespread mass like when you spill milk on the floor. It spreads, it is VERY DIFFICULT to treat, it can be very painful.
These patients have no other option for treatment. You can't quantify efficacy as easily as some more uniform mass of a tumor that shrinks in size.
Celsion is treating Recurrent Chest Wall breast cancer, no good therapeutic options for these women. pain relief is something they would need, if not remission. this is end of the road treatment.
Retrofitting can mean a variety of things, not just pci-e to DRAM. They said they are starting off with 100,000K servers for each hyperscale company, with 1-4 pieces for each... They said that each have 1,000,000+ servers. They haven't had the revenue that would match that many products in the servers.
" nlst needs to remove the old pci-e dram and replace with dram slot, the cost will be on them to do so. "
This is simply not true, they have never had the revenue from the first go-around to satisfy your hypothetical scenario. They have never sold that many "OLD PCI-E DRAM" that reflected in the revenue that would equate to the amount they are retro-fitting.
Yeah, you're right misterdeee, easy to determine the way you just did. Hong did say this would be a significant boost, and they haven't seen one prior, so of course they're not just switching out pci-e to DIMM.
According to the AF mailbag, the market potential is not that great for Lymphoseek, will the October PDUFA broaden the label enough to expand the market considerably? What does Blue Dye get in terms of revenue per year?
They had likely already arranged the Monday CC because they expected to hear from the FDA on Monday, they probably didn't expect the FDA to release news early.