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Enumerate

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  1. Enumerate

    BLT

    If this is what you believe ... sell your BLT and spend more time posting on the GEN thread. I think it has been quite clear for some time that if you are interested in GEN you are not interesting in RNAi - something to do with cows ... I believe. I am sure that Aki can add some value to this new venture ... or maybe that is only if it involves goats, Judas goats.
  2. Enumerate

    BLT

    I'd like to draw your attention to a post on Hotcopper: What a clever fellow this "Dank" is ... Greg Hannon has been making alot of progress in bring shRNA technology to the front and centre of drug development: But is looks like this new shiny technology needs a "foundation" technology license ...
  3. Enumerate

    BLT

    Genzyme is a classic biotech. They started life creating orphan drugs for metabolic disease. The fact than Sanofi has made this purchase is significant in two ways: 1) it makes a break from the "top line" revenue consolidation of BigPharma; and 2) it signals renewed M&A activity, by BigPharma, for pipeline biotech. What we need for a BLT transaction is a restored, active, M&A environment - the Genzyme deal signals "spring time for M&A". Rekindling RNAi interest is the second element - and I am much heartened by Dirk's recent blog on the Silence solid tumour compound. It is only a matter of time before BigPharma's oligoneuronal attitude to oligonucleotide drugs - changes.
  4. Enumerate

    BLT

    Gentlemen, start your engines ... http://blogs.wsj.com/deals/2011/02/16/deal...han-20-billion/
  5. Enumerate

    BLT

    Just for entertainment value and certainly not as investment advice ... I believe that the Benitec position as an RNAi platform company has just been cemented with the allowance of the Graham '099. (Worth 20-30% of the global RNAi market, at least) I believe that RNAi will come back into fashion as it becomes obvious to even big pharma that the tool used to discover new druggable biochemical pathways can actually become the drug (this is especially true of ddRNA - the preeminent RNAi discovery technology). I believe that Benitec will transact as the mechanism to unlock the value in the IP portfolio. However, this could be done in phases. I believe that the HIV lymphoma and T-cell "discovery program" will be outsourced to a partner to extinguish the La Jolla convertible note obligations. I believe that Pfizer could be tempted to transact to extinguish the license/royalty payments for the HCV programme being conducted by Tacere I believe there are others who would transact to lock in the foundation RNAi technology. Clearly, I enjoy a rich fantasy life ... or ... have a profound insight into the development of the RNAi technology market.
  6. Enumerate

    BLT

    Thanks for looking, but the patent application I was looking for was what became the Genesis single strand delivery technology. The basic idea is that you take a double strand oligo (RNA or DNA) and convert to single strands. You then bind some conjugation protein to each single strand, which stabilises the molecules and promotes delivery across the cell membrane. Inside the cell the conjugation proteins are stripped away and the molecules "annealed" - whatever that means. (I think it might mean that the double strand oligo is then reconstituted but there are enzymes that can be triggered to populate a single strand with the complementary base pairs). Anyway, it is possibly only of historical interest now. I believe that Plastic has an interest in this technology - it is not something that I am actively investigating - though I always have an open mind to new information.
  7. Enumerate

    BLT

    At a point in time I imagined that Genesis had the Watson RNAi conjugation delivery technology patented. At this time, I never found a formal reference to it at the USPO. I am sure it exists, because they say it exists: http://www.genesis.co.nz/Research++Development/ssRNAi.html I must admit, I do not know what "anneal intra-cellulary and then initiate RNAi" means. Sounds quite exciting, though! I have no idea if Dirk is onto this technology. Maybe he read the same public web page.
  8. Phylogica directors promised three deals by year end - we have three deals by year end. The latest deal is groundbreaking in that we have not heard of the deployment of phylomers in the vaccine space. We have yet to hear of the Roche second phase of the very promising intracellular work. The CD-40 ligand inflammation compound also needs a home. Woolfe is promising three more new discovery partnerships, next year. Given the prospects and the credibility gained in delivering what they promise ... I would expect that next year will be very exciting for shareholders. While some will trade Phylogica, based on it's prospects and likely positive news flow - my view is that this is a strong buy and hold into the long term.
  9. Enumerate

    BLT

    Any Aussie discovery biotech that has prospects for a major licensing deal will do very well in the medium term. BLT.ASX and PYC.ASX are my top two picks, at the moment. Both stocks are well worth detailed investigation. Both have the potential to due huge licensing deals.
  10. Enumerate

    BLT

    I used to be an Oxford Biomedica shareholder. Their Lentivector technology is important as an RNAi delivery technology. However, the company is a classical "biotech" rather than a new generation "bio-engineering" company. Hence, they failed to emphasize RNAi technologies. Their flagship oncology compound, Trovax (or something like that), failed. A capable company - let down by a lack of vision at the senior management level.
  11. Enumerate

    BLT

    Lol, we are in the wrong business. There seems to be a thriving "cottage industry" involved with attacking and defending the Graham '099 and derivatives at the patent office. This action, in the UK, is not a good reason to sell Buda. The Graham '099 (and the wider CSIRO/Benitec familiy) are the most cohesive RNAi patent estate. The industry is finally dawning on the fact that, commercially and technically, ddRNA should be as significant in therapy as it is in research. The only limiting factor (apart from company finances) is the fact that interest in RNAi has "gone off the boil". This "boom and bust" mentality is common in technology - trace Apple Computer's fortunes , for example. This interest (and associated money) will return.
  12. Enumerate

    BLT

    I seems as if Benitec now has a future ... well done holders. If we had this announcement back in early 2008 - the shareprice would now be over 50cents - possibly testing $1. However, in 2010 - even great news is barely good tidings for a cash strapped biotech. Look at Novartis passing on Alnylam trigger IP for $100m. The US$1.1b Merck paid for Sirna is but a distant memory of better days. A Benitec capital raising is inevitable. Formally, the company is insolvent and reliant on the La Jolla convertable note to pay the bills. This albatross remains and will dampen any resurgence in the shareprice. I'd like to think that some kind of transaction is near - but in the current investment climate the chances of this happening are practically zero. Everything is now in place - delayed by 2-3 years
  13. Story about the deal is out on the news wires: US$1.5m in up front payments (half on signing, half after milestones) MedImmune is the Biotech arm of AstraZeneca.
  14. Enumerate

    BLT

    Appendix 3B out. The Jolly Rogers have their shares at 2.4cents ... I wonder if they will hold, awaiting positive developments in the patent reexamination?
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