" According to the New York Times, Federal officials are planning to sharply increase the production of ZMapp, the experimental ebola drug that "cured" US citizens in Africa recently. "The Department of Health and Human Services is in advanced discussions to enlistCaliber Biotherapeutics, a Texas company that can produce the drug in millions of tobacco plants, according to federal officials and pharmaceutical industry executives."
While researching privately held Caliber I discovered that IBIO has a 2013 partnership with them. Intrigued by the possibilities I spoke to Robert Erwin, President of Ibio to get his take on my research. The findings will astonish you!
1. Would you comment on IBIO Inc's relationship with Caliber Biotherapeutics?
"iBio and Caliber announced a License and Collaboration Agreement on February 19, 2013. That Agreement is ongoing."
2. Does Caliber's plant-based vaccine process use/require Ibio technology? If so does Ibio receive payments/royalties on the use of this technology?
"The agreement provides for iBio to receive license and milestone fees for development of product targets selected by Caliber and royalties on products sales and other revenues. Detailed financial terms have not been disclosed have not been disclosed."
3. If Caliber wins the Ebola contract would Ibio be in a position to confirm its use in a press release?
"Technology used to produce the ZMapp antibodies in plants is covered by issued U.S. patents owned by iBio, and iBio also has additional proprietary technology that can be applied to increase the antibody yields over current levels. However, we cannot speculate on contracts that might or might not be awarded."
4. You mentioned on the call that Caliber was the only US facility able to mass produce a vaccine such as Ebola in tobacco plants were it needed. Could you elaborate on this? "
Only basing overvaluation on pure speculation and only on ebola. Royalties will be much higher than the article states for ebola anyways, but don't base valuation on just one vaccine. The technology is boundless for many vaccines and worth huge amounts of money when things wrap up (yellow fever for instance). Plus IBIO has many very promising drug candidates.
The fact is that at 0.44 cents this company was masively undervalued. The technology deserves a 500 million market cap. Many companies with far far worse potential have much higher market values. Think about what these patents are worth as a whole along with drug candidates, collaborations, etc. and you should come up with 500 million market cap.
This is what an analyst will be looking at WHEN they come out with coverage with $7 price target!
US govt. is ordering the production of an Ebola vaccine (doesnt matter if no new cases or any hype on the news)
Government requires a decision be made by Nov 10 for a contractor
A contract WILL be given. Does not matter whats on the news good or bad!!
Texas A&M in collaboration with Caliber Biotherapeutics is one of three possible groups for this contract
Caliber Bio must pay royalties to IBIO based on current patents.
If Caliber is not chosen, the IBIO technology will be pursued by the US government
I almost guarantee a press release completely refuting SA article
Their technology is incredible. BLRX is also another undiscovered JAZZ with news today about a powerful new one-of-the-kind celiac disease drug plus the rest of their pipeline is amazing!!
Bill Gates - Microsoft - richest man alive Bill Gates!!
IBIO licensing to Caliber - hundreds of millions to develop
link: Bill Gates - Microsoft - richest man alive Bill Gates!!
IBIO licensing to Caliber - hundreds of millions to develop
link: google medcitynews gates and dod
IBIO - huge amount of money for ebola contracts PLUS all sorts of other news pertaining to vaccines - strong possibility of a buyout!!
NVIV - their first enrolled patient with spinal chord injury is responding well and news coverage is just beginning. Cure for spinal injury!!
Same as CANF the BLRX volume will come with just a few buyers and a stock report. Once it does, buyers will pile on like CANF. Just simply undiscovered.
Obviously BLRX has been in collaboration with Ambit for advancing Quizartinib with outstanding recent results. Ambit is partnering with Astellas (a very large Japanese firm with 40 billion market cap) to advance Quizartinib. With the recent results a partnership with Astellas is more than likely!! Stay tuned...
And they appear to be owned by Yahoo finance. So, Yahoo may be liable for the stock drop and 10s of millions in lost stockholder equity. What do you think of that Yahoo IM board monitor sitting in a cubicle??
There are some SA authors who will defend iBio. Heck, how hard is it to be an SA author. Just sign up right?? We should get a few volunteers.
Yes. sad. Taking a low level blog and a SA low level idiot at their word without doing any checking is very sad indeed. Shows how anyone with access to a blog can come across as legitimate in financial news. Needs to be some crackdown and SA and streetsweeper need to report their articles as nothing more than the posts here on this message board. They are no different and should not be highlighted in financial news sites as if they are REAL news. they are not. nothing more than a Yahoo IM post with too much recognition.
Why not start a lawsuit based SOLELY on the messages of the basher david4109194 Rosen??? What you are doing with SA and Streetsweeper is no different and in highly poor ethical form to release a press release without doing VERY VERY simple checks of your own. GREED
Yes. Whether one uses plant based or animal based production - the compound must be the same. DUH!! The whole point of IBIO technology is that it makes vaccines that are identical - but more efficiently.
WHich is exactly what the SHOULD BE DOING! Any good company will raise money at oportune times. Like Tesla selling shares into this ridiculous high price - even though THEY DONT NEED THE MONEY. would be stupid for TSLA execs not to sell into this rally
Everyone!! 100 bucks each = 32 billion dollars in revenue for the US and another 60 billion globally. Expected revenue by end of next year is 93 billion. Should be trading at about $2,105!!! So underpriced. 1,000 bagger from here by years end.
Yep. Nothing in the press releases was misinformation or even embellishment. Period.
Yes. I believe I heard elsewhere of a ebola milestone and impending news story about BLRX candidates
Management mentions a possibility of any of their products being highly effective against ebola and we will see 12-20. This will bring significant interest to BLRX and a secondary (if needed) could be done at 10 a share for enough cash to last until revenue from their products. Limit dilution should be a top priority for BLRX management. After the ebola hype this will settle in the 7-10 range as the company will be put on the radar and be priced above 5 so institutions enter
All are incredible steals. Especially BLRX at this point. Look at their pipeline - celiac, stem cell mobilization, bone oncology, heart disease, skin lessions etc. Bioline website. Target consensus - $8 and only trading at 1.3 with a 40 million market cap and tons of cash.