RGS 0.00% 12.0¢ regeneus ltd

Fair value should currently be at least 51c (market cap 100m) -...

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  1. 351 Posts.
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    Fair value should currently be at least 51c (market cap 100m) - and that is still CHEAP IMO. The initial payments to us (21m AU) from the Asahi Glass deal for Progenza are quite sizable. To me size of the initial payment indicates Asahi are very confident that revenue from from licencing, milestone payments, royalties ect is going to be many multiples of the initial payment per year. The great confidence shown by Asahi can also be seen by the fact they are willing to cover ALL COSTS for the manufacturing of Progenza. These costs are not cheap, and will probably run into the many multiple millions $$$. This is a cost we will not be incurring. To make this clear, under the deal, we will be receiving pure profit during the sales of our product - there will be no cost of sales to us as this will be covered by Asahi. The significance of our recent deal is not to be underestimated, and IMO offers little to no risk for us - it is basically a gift.

    And this is just one product - Progenza. Other human health products in the pipeline include cell secretions (Treatment for skin conditions such as acne and wound healing), and RGSh4K (cancer treatment) - the big papa IMO which could turn this company into a billion dollar company in an instant with the right deal

    To be partnered with a world class organisation like Asahi is worth more than it's weight in gold. Asahi are our doorway to the sales area of the pharmaceutical industry, and this deal may act as a template for the many more to hopefully come.

    This one is really a no brainer here....... To me, anyone selling at these prices is outright crazy, or simply extremely stupid. The fact that we are sitting at approximately the same price as we were prior to this company making deal is a JOKE. Huge buy at these prices

    ALL IMO.
 
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