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In reply to: gamekeeper on Tuesday 26/02/08 12:19pm

I've been invited to a presentation/briefing next wednesday (5th) and will let you know what happens


The 5th?


The same day, not allowing for time difference, that PFE has their strategic analyst meeting in New York and PYC has one of their old boys on board.


CYTR's record date is the 6th.


The first week after the legally required interim report season is over is shaping up to be pretty exciting.


The Sphinx' are beginning to find their voices.


Be sure to ask about any participation in a keiretsu type model for business with Pfizer and Gilead or Roche and Genentech or a reverse merger with one of the private company's the leaders are involved with.....please.



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QUOTE (gamekeeper @ Tuesday 26/02/08 04:14pm)

So is this. Should be interesting listening. Do they want to go downstream?




Nastech Pharmaceutical Company Inc. to Hold Conference Call to Discuss Corporate Restructuring and Future Strategy on Monday, March 3, 2008


If the G is still putting money in to this it can't be a 100% trade sale. Look out for a PIPE or PIPE's, a percentage valuing the company at $X and perhaps a RTO of another company for cash flow. The cash burn model is dead.

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Does anyone have acces to this?




In-house executive appointment as Phylogica looks to M&A


Nick Evans

Tuesday, 26 February 2008


PHYLOGICA has abandoned the search for a new chief executive to replace Dr Stewart Washer, instead moving current chairman Aki von Roy into an executive role as the company searches for a long-term suitor.



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QUOTE (gamekeeper @ Tuesday 26/02/08 12:19pm)




I've been invited to a presentation/briefing next wednesday (5th) and will let you know what happens...


Today is the day ... make sure your hair is combed, shoes shined and be polite to Aki. Send him our regards but don't let him evade the tough questions on who they have lined up to do a deal and how much is it worth, ballpark.


Oh, and don't forget to tell your mates on Sharescene what happened. We're keeping the beer cold for you ...

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Recent ShareScene.com Radio Broadcast (06/03/2008 16:30:00):

PYC - Shareholder Presentation - Mr Harry Karelis, Deputy Chairman


N.B. ShareScene.com Radio can normally be accessed by the 'RADIO' link, top of every page.


ShareScene.com Radio delivers investor presentations from ASX listed companies. Keep up to date with the latest corporate dealings of the shares you follow. Hear news direct from the source. Listen to directors and investor relations mangers discuss their company, give investor updates and brief on current results. ShareScene.com Radio keeps you informed about company announcements and events, and provides you daily market wraps and industry discussions.


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Interesting audio. Gives the slides a whole new dimension.


Interesting he was talking about 6-12 months first before anything happens, says they have cash for 12-15 months then towards the end when explaining SW's departure he seemed to be saying we can expect something in 3-6 months.


I like the way he says there are couple of collaborations he can't mention. I don't know why, everyone knows its Roche and Pfizer.

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We have had two signals from the company ....


- one announcement profiles PYC as at about US$400million

- the presentation talks about a 10-20 x uplift in shareprice


This would either make the sp AUD$1, 2 or US$4


Is this price justified? No, in my view - I believe that the company is worth much more than this. A blockbuster mAB is worth a few US$billion - a phylomer based drug could easily be worth the same - and we have 280million potential drug candidates.


Phylomers are perfect drugs - high biological activity, high specificity, high stability, in-vivo and ex-vivo application, simple delivery method.


If RNAi is the "atomic bomb" - Phylomers are the "cruise missiles" ...


Must admit, thought we might have to wait longer for the technology to emerge as commercially relevant - but it seems the timetable has been brought forward.

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