Rick - sorry!
I appreciate my post was not exactly a number crunchers dream. But that is the problem with a development stage company - one has to make a number of assumptions that may or may not pan out. At this stage, I don't think that is possible with CLPA. I can only speak to issues which I have any degree of expertise in, which is medical research (I'm a Prof in a major medical school). CLPA have identified a critical mecahnism by which cancer cells immortalize themselves, and did so via studying how ther lead compound works (a re-hash, I know). The story with this stock will play out in time. It's impossible at this point to do more than guess at market caps. It really depends on a lot of factors. The bottom line in understanding the issues here are sceintific. Firstly, it is a drug that is a major preventative in cancer. Secondly, it has a powerful synergistic effect with other cancer drugs. Hence RPR inked a deal to conduct joint trials with taxotere. I fully appreciate your skepticism. It's healthy. I can only say that, for someone with my own background (medical research), this is something of a mind boggling advance in our understanding of cancer. The caveats are: Aptosyn, while having minimal side effects, is not nearly as potent as compounds they have in the pipeline like CP461 or CP248. On the positive side, cancer treatments are almost always given as a cocktail of drugs which target different mechanisms, and Aptosyn's mechanism of action is unique. I'd be happy to explain that further, but it's not really a topic for this board.
The short answer to your question (!) is that, in about 4-6 months numbers on off-label use and media coverage will halp make such predictions possible. In the meantime, it's "all about perceptions"!! |