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In reply to: dlux on Thursday 06/12/07 04:47pm

Keep talking the deal & it only has to be reported when the deal is done(signed)


And that might not be until April. April is when he leaves.


Ominous though for other biotechs if the big pharma deal with PYC is to be simultaneous with others. The whole sector could remain dead until then. Especially for GEN since both PYC's CEO and Chairman are on that company's board and their science is mutually complimentary.


Though their part of the biotech pie is beginning to be recognized in the US.



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In reply to: dlux on Thursday 06/12/07 04:47pm

"a good time for a buy up."...........Yes I agree with you.at these prices the down-side risk is fairly minimal.When I first bought in the mid 30 cps range I knew that my enthusiasm for the stock would need to be tempered with a "good ol' dose of patience".I've got plenty of time and am prepared to cut Phylogica some slack as it pursues its targets.




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I rate Phylogica as very good biotech stock to hold in the long term. They seem to be getting traction interesting "big pharma" in their drug discovery technology at a very early stage in drug development. Further, I am still of the opinion that the phylomer catalogue and screening technology could emerge as a major development in the pharma industry leading to very significant investments in a 2-3 year time horizon.


We have to be patient with this stock - think 5 years ahead ...


The resignation of Stewart Washer has me a bit concerned. Despite what was said about his interest in early phase drug development - I would have thought there would have been plenty for him to do at PYC. His departure sounds dysfunctional, to me. Clash of egos? Disagreement over strategic direction? Anyone have any deeper insight?


The collapse of the shareprice to 18cents, or thereabouts and the CEO changes have me a bit worried. However, long term, and based on technology - this remains remains a stock to hold.

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In reply to: Enumerate on Monday 14/01/08 03:38am

Frankly, I see this as positive progress.

The IP assets of this company coupled with an outstanding research team are poised to make a number of serious contributions to the biomedical industry.

One of the central tasks of the CEO is the ability to demonstrate that position to the investment community. Whilst Stewart is a "good bloke", I believe he has lacked success in performing this vital role. An SP trading sub the IPO is further endorsement of my view.

Like you, I maintain a long term outlook on this one, but the time is right to inject new vitality into the "public face" of the company. In turn this will impact on attracting new investment to develop and commercialise produsts.

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PHYLOGICA to co-market screening services with Nexigen

12:58, Monday, January 21, 2008


Sydney - Monday - January 21: (RWE Australian Business News) -

Phylogica Ltd (ASX:PYC) has signed a letter of intent with Nexigen GmbH

of Bonn, Germany for co-marketing of the screening services offered by

both companies.

The agreement means both companies will promote Phylogica's

proprietary Phylomer peptide libraries combined with Nexigen's

proprietary automated HTS (high-throughput screening) and analytical

capabilities to potential customers worldwide.

Revenues will be shared between the companies on an agreed

basis, both for fee-for-service screening agreements and for proceeds

(up-front amounts, milestones and royalties) from licence agreements.



Copyright ÃÆâ€â„¢ÃƒÆ’ƒÂ¢Ãƒ¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡ÃƒÆ’â€Å¡Ãƒƒâہ¡ÃƒÆ’‚© 2008 RWE Australian Business News. All rights reserved.



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Here is the May 2007 analyst review of Phylogica:





When looking at the corporate strategy, the company is
clearly seeking to trade sale anytime within 3 years. It is on
speculation of an acquisition that the investor would invest
into Phylogica.




For the smaller investor, investment would be long term
and based on the belief that the technology would be
acquired. We can not give any time line on this
possible event nor warrant that an acquisition would occur.


So, we are a year from the Intersuisse review which recommended as speculative buy at 41cents and anticipated a trade sale within 3 years.


I am taking the press release as a clear statement that elements of the company (or the company itself) is now "in play".

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In reply to: plastic on Monday 25/02/08 12:11pm

Hard to know what its worth currently. They appear to have a great number of "balls in the air", anyone of which may transform into a serious commercial company maker.


I see it as very positive that the chairman has assumed an executive roll.


I've been invited to a presentation/briefing next wednesday (5th) and will let you know what happens...........but they're starting to make the right noises.

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In reply to: gamekeeper on Tuesday 26/02/08 09:19am

Nice to see some life returning to this one.

It still sits in my bottom drawer in the hope that one day someone will make a bid for this technology. As you say " a lot of balls are in the air" and they could fall in some very good camps (due to strategic alliances) when they do come back down. Fingers crosed.

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