Mosaic ImmunoEngineering is a nanotechnology-based immunotherapy company developing therapeutics and vaccines to positively impact the lives of patients and their families.

Free
Message: A dose of reality in my opinion

A dose of reality in my opinion

posted on Oct 25, 2007 10:42PM

Looking at the value of all previous deals as listed below, and averaging the total annual revenues for the 24 companies that have signed deals, PTSC/TPL/PDS has made a total of $196.91M in license fee revenue off of 24 companies with a combined annual revenues of roughly $405B. Before you jump on my argument, I KNOW that annual company revenues are NOT the metric by which license fees are based, but rather amount of infringing products that the company has is, HOWEVER, I think on AVERAGE, it can be used as a very rough guide to determine license values we might get from new signers.  Basically,  PTSC/TPL/PDS gets about $0.0005 per every dollar gross revenue of an infringing company.


Another way to look at it is they’ve signed companies that range in annual revenues from probably less than $500M to over $90B, a pretty wide variety of company sizes, and over these 24 deals, they’ve averaged $8.2M per deal with $4.1M per deal going to PTSC.  If the 460 remaining companies are predominately small companies,  I’m wondering how realistic it is to think that the deals will average $10M with PTSC’s share averaging $5M per deal after settlement/court action.  I get the impression from many posters here that they expect average deals of much more.  I’d like to think so, but it seems more prudent to be very conservative rather than overly optimistic.  For this reason, I think it’s better to expect no more than $3M per average deal with $1.5M going to PTSC.  Even if that’s the case, 40 deals a year (I think that amount of deals is easily doable if court action / settlement in our favor) would equate to $60M to PTSC in revenue before expenses.  Not a bad annual revenue for a 5 person company.

  

September & October 2007

APC (1.6B Revs) –

DMP Electronics (?? Revs) -

Denso Wave (?? Revs) -

$1.43M between these three deals


August 2007

Lego (1.5B Revs) - $1.0M

 

July 2007

Bull (1.6B Revs) - $0.5M

 

March - May 2007

Nokia (53B Revs) -

Sharp (2B Revs) -

Sandisk (3B Revs) -

$43.09M between these 3 deals


February 2007

Funai (3B Revs) - $2.92M
NEC (40B Revs) - $16.0M

December 2006

Schneider Electric (10B Revs) -
Lexmark (5B Revs)-
$7.32M License Fees between these 2 deals


November 2006
Agilent (5B Revs) - $8.85M License Fee

September 2006
Kenwood (2B Revs) -
Olympus (8B Revs) -
$6.95M License Fees between these 2 deals

June 2006
Pentax ($0.7B Revs) -
Seiko Epson (14B Revs)-
Nikon (6B Revs)-
Sony (65B Revs) -
$25.75M License Fees between these 4 deals

March 2006
Fujitsu (44B Revs) - $33.6M License Fee

February 2006
Casio (5B Revs) - $2.0M Licence Fee

January 2006
HP (90B Revs)- $26.4M License Fee

Pre 2006
AMD (6B Revs)- $3.1M License Fee
Intel (37B Revs) - $20.0M License Fee
Share
New Message
Please login to post a reply