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Skullcandy, Inc. (SKUL) Message Board

gatorlabs75 1 post  |  Last Activity: Apr 29, 2015 9:53 PM Member since: Dec 10, 2008
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  • Yes I know there is varying degrees of potential positive results. But base case of exceeding endpoint expectations. Any guesses as to what the one-time payment would be from Pfizer? Its been mentioned as "undisclosed". My guess here is $5 on a moderate beat and $10 on blowout results. Of course based on the Pfizer response in the 75 day window these prices can go up or down quickly. I think downside on a miss of the endpoints is around cash value, so like $1. I think the chance of a miss is a fraction of the chance of achieving the endpoints. The miss of the Asonep has the market spooked along with the delayed response of the Lpathamob NDA application re-submission. Kind of silly given the potential reward that this company is trading at like $25M net cash. If it plays out perfectly with great results for iSonep and the Lpathamob phase 1 can be cleared to start and Pfizer exercises its option or sells it to another respectable company and Lpathamob initiates new testing for with less stringent parameters covering a very specific subset of cancers where it it is proved effective then this can be a billion dollar company or about $40 a share. For a 20:1 payout it doesn't seem all that far fetched for all of this to happen.

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