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BLT, BENITEC BIOPHARMA LIMITED
plastic
post Posted: May 20 2019, 02:31 PM
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I wonder whatever happened to Mick Graham and his 099 patent. The prism which all future RNAi development would have to be refracted through according to Enumerate.

The judge didn't say many kind things about him or his mate.





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What did Uncle Mel do to us?
 
plastic
post Posted: May 18 2019, 07:47 AM
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Everyone is expecting a trade deal between US and China. I have been as well. But if you put it into the context of a geo political power struggle then the only outcome can be no deal.

If China is the greatest manufacturer of cheap goods, then they can only be a success if the inputs into those products are cheap, capital and labour, and they have markets to sell them in to.

If Twiggy's iron ore price goes up and America closes it's markets with tariffs, then in the long run China will be in a power of trouble. Especially when it's all teetery tottery on the edge of a financial abyss due to property lending excess.

End result is the balance of power swings back to the US.

Japan had a similar experience in the nineties.

It's de ja vu.

No trade deal coming.

What happens to the markets then?

In the nineties it was called the Asian Crisis. This time it'll be The Great Fall of China.



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What did Uncle Mel do to us?
 
plastic
post Posted: May 14 2019, 06:51 PM
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Its all about how you shake someones hand. Remember this guy? Him and Uncle Mel. Peas in a pod.

https://www.proactiveinvestors.co.uk/news/d...ect-219073.html


QUOTE
Proactive Investors‏ @proactive_UK Apr 24

$[b]SLN[/b] Silence Therapeutics says Iain Ross to return as its chairman and non-executive director with immediate effect https://t.co/6b2HUnGj5w





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What did Uncle Mel do to us?
 
plastic
post Posted: May 14 2019, 12:33 PM
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Recognition beginning to be made of ssRNAi being better on many levels.

QUOTE
Art‏ @IonisDisrupts 11h11 hours ago


Replying to @IonisDisrupts @BiotechObserver @RNAiAnalyst In other words the uses for #[b]antisense[/b] have been shown to be more variable than #rnai whether it’s cell type or ability to affect targets in nucleus. Single strand Is much easier to deliver. $ions $alny $arwr $akca







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What did Uncle Mel do to us?
 
plastic
post Posted: May 13 2019, 07:53 PM
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Middle of May and it looks like a lot of shorts have covered in a lot of biotechs today.
Especially SPL.
Add to that Q and his latest missive, we might just have something soon.
QUOTE
BOOM WEEK AHEAD.
Treason doesn't pay well in the end.
Q

Which doesn't bode well for BLT because it's been full of vipers for a long time.



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What did Uncle Mel do to us?
 
plastic
post Posted: May 12 2019, 11:05 AM
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One thing worth knowing is HBV is known as the disease of the East. Alzheimer's is the disease of the West.
MRK is known as a leader in HBV and PFE in Alzheimer's.
A 1% delay in the onset of Alzheimer's equates to a $10bn dollar saving in US healthcare costs. That puts those tariffs into perspective.
It's worth considering if these issues are a part of the trade negotiations.



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What did Uncle Mel do to us?
 


plastic
post Posted: May 12 2019, 12:55 AM
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QUOTE
BikeRieder 🇨🇭‏ @BikeRieder May 3 $SNY giving up on RNAi? No, not at all. $sny is divorcing with $[b]ALNY[/b]. You have to do this first if you see a better partnership with best in class and proved RNAi platform. $ARWR Soon in this theatre


Could be true. ARWR at one point had only one trial going. It was being done at Auckland Hospital in conjunction with Auckland University. ARWR work closely with AMGN and JNJ in their scientific advisory boards.





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What did Uncle Mel do to us?
 
plastic
post Posted: May 11 2019, 02:59 PM
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QUOTE
05/10/2019

Washington, DC ��" U.S. Trade Representative Robert Lighthizer today released the following statement regarding additional action under Section 301 of the Trade Act of 1974:

“Earlier today, at the direction of the President, the United States increased the level of tariffs from 10 percent to 25 percent on approximately $200 billion worth of Chinese imports. The President also ordered us to begin the process of raising tariffs on essentially all remaining imports from China, which are valued at approximately $300 billion.”

The process for public notice and comment will be published shortly in the Federal Register. The details will be on the USTR website on Monday as we begin the process prior to a final decision on these tariffs.


We still aren't up to the Super 301 action yet.

In about 1997 the US were going through the same motions with Japan. Of course Japan finally caved. It required the Super 301 or maybe just the threat of it, but what really did it was George Bush Snr, throwing his lunch up in to the lap of the then Japanese PM. Eventually they underwent economic reform and liberalized markets and forex controls and sold down the US notes.

Their banks collapsed under the weight of the bad loans in mainly real estate. But they didn't declare themselves broke. Instead they went through a period of M&A and recapitalization programmes. It was also the end of the real estate boom. Not just in Japan either.

It was also the beginning of a healthcare boom. I can recall Amgen coming out with some major breakthrough or being involved in some major deal (perhaps both) at the time. I think it was EPO. I was walking through Shinjuku station at the time when I saw the headline.

The point is, that same inflection is now upon us again. Real estate is falling, people are over indebted and banks are straining. Healthcare is at the bottom of a trough.

Watch this space. Independence Day the target for sure but we might get something before.

BTW, Amgen are big holders in ARWR.



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What did Uncle Mel do to us?
 
plastic
post Posted: May 11 2019, 10:24 AM
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In Reply To: plastic's post @ May 11 2019, 08:38 AM

One blabberpuss on HC pasted the following, without reference and claims it as a good omen for BLT and its future.

What a laugh! ARWR, probably the current leader in this space doesn't even get a mention and as for the Biomics reference, if memory serves me right, wasn't it they who handed Nant the lion's share of BLT or BLT IP rights? It was almost as if they couldn't get rid of it quickly enough. I can remember SM getting her pic taken in front of the company logo talking the deal up big time only for it to lead to absolutely nothing.

In the mean time, we are now at mid-May almost and still no show time as promised by Q. But its not the first time Q has sounded off with nothing to show for it.

QUOTE
Some of the players in hepatitis B treatment market are F. Hoffmann- La Roche Ltd. (Switzerland), GlaxoSmithKline, plc. (U.K.), Bristol-Myers Squibb (U.S), Novartis AG (Switzerland), Merck and Co (U.S), Novira Therapeutics Inc. (U.S.), Johnson & Johnson (U.S.), Inovio Pharmaceuticals Inc. (U.S.), Benitec biopharma Ltd. (Australia), Gilead Sciences (U.S.), Cipla Inc. (India), and Biomics biotechnologies (China) to name a few.








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What did Uncle Mel do to us?
 
plastic
post Posted: May 11 2019, 08:38 AM
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As soon as Dirk gets on his Twitter slagging off Moderna it begins to show some strength.

I've got a good feeling about them.

$100bn plus transaction coming up is my guess.



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What did Uncle Mel do to us?
 
 


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