Sep. 6 at 7:26 PM
$BWXT I think LGVN could be the next Sandisk of the biotech world.
LGVN market cap
$20 million -
$2 billion annual potential revenues (only US and Europe (untapped)) times a p/s of 8 ->
$16 billion market cap, for only HLHS (unmet medical need...Hypoplastic Left Heart Syndrome...HLHS phase 2 results September 2026)
Extremely promising Alzheimer's results phase 2, in talks for partner for phase 3
green light from FDA to start phase 2 Pediatric Dilated Cardiomyopathy (multi-billion revenue potential)
Great results phase 2 Aged related frailty
In recent presentation, Longeveron compares itself to stem cell companies, Mesoblast and Capricor both recently valued over
$2 billion. I think Longeveron has more potential
52 patents
60 patents pending
HLHS program may be eligible for PRV (priority review voucher) upon BLA approval (valued between
$150-200 million)...if successful then BLA filing to follow shortly thereafter with potential FDA approval 1H of next year
