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BNO, BIONOMICS LIMITED
nipper
post Posted: Jul 25 2017, 08:22 AM
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Bionomics (BNO)
QUOTE
Bionomics is an Adelaide based drug discovery company with a deep pipeline of products targeting oncology, CNS (including mental health and mood disorders) and valuable technology platforms. We continue to see deep value in this stock and believe it has strong re-rating prospects. The company also has a strong cash position with ~A$50m at end of March'17.

The company has two strategic collaborations with Big Pharma Merck & Co with a potential combined value to Bionomics of more than US$600M and a pipeline of drug candidates with a series of near term catalysts both in terms of clinical progress and partnering opportunities. BNO's CNS franchise received a further validation earlier this year with partner Merck moving their Alzheimer's candidate into Phase 1 trials which triggered a US$10m milestone to BNO. Merck is also a shareholder with 4.5% stake. BNO's lead drug with blockbuster potential is BNC210 targeting anxiety and related disorders.

Results from a Phase 2 trial in General Anxiety Disorder with BNC210 in September last year were impressive and demonstrated its safety and importantly showed that the drug outperformed both placebo and active control lorazepam and met both primary efficacy endpoints and secondary endpoints related to defensive behaviour. Trial was conducted by Kings College London team. We expect partnering interest for this asset to be high. No major breakthrough has happened in anxiety over the last decade and promising assets such as BNC210 are scarce. We expect this asset to be partnered in 2HCY17 with interest from multiple parties likely to result in a high value deal. A PTSD (Post Traumatic Stress Disorder) trial with BNC210 is also ongoing which is due to report in CY18.

On the oncology side, BNC101 targeting LGR5+ cancer stem cells is in a Phase 1 colon cancer trial which is due to report in 3QCY17. This is another interesting asset (comes out of a Biogen Idec Spin off which BNO acquired) which we believe has high potential value both as monotherapy and in combination with immunotherapy targets. The other oncology asset BNC105 is also moving towards gathering more data and potentially a partner. We believe its value as a combination treatment with checkpoint inhibitors is underappreciated.

A combination trial with Keytruda (Merck's anti-PD1) in melanoma is due to start soon and we also expect other IO companies to be interested in exploring combination of their IO assets with this drug. BNC105 has a unique mechanism of action and data presented at the AACR has shown it can induce changes in tumour microenvironment, which implies it can prime tumours for enhanced response to the checkpoints. Novartis is funding a biomarker study with this asset and separately Norris Cancer Centre in US is starting an investigator initiated trial for this in CLL (Chronic Lymphocytic Leukemia).

Buy, speculative, Valuation $0.88/sh
Bell Potter - Stock Picks for 2018



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
Hunter7
post Posted: Sep 27 2016, 11:24 AM
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BNO is picking up some steam now 50c. Broker new target $2.60

 
Hunter7
post Posted: Sep 21 2016, 12:55 PM
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BNO announces excellent trail results for their leading drug BNC210 for relief to sufferers of anxiety and trauma and stress related disorders

 
maru
post Posted: Mar 15 2016, 01:08 AM
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Looks to be well oversold , with plenty of investors bought much higher. A rally back to 50c level could be due.

Latest Presentation

http://www.bionomics.com.au/%2Fupload%2Fin...arch%202016.pdf


Financials: Market Cap US$111M(1) (Mar 8, 2016) | Cash US$37M(2) (Dec 31, 2015)

1) Based on USD:AUD of 0.7393 as of March 8, 2016; 2) Based on USD:AUD of 0.7306 as of December 31, 2016.

March 8 share price was 29.5c



 
Hunter7
post Posted: Sep 17 2015, 07:41 AM
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Good rally by BNO, I think there is more support in the breakout this time.

 
Hunter7
post Posted: Jun 10 2015, 09:29 PM
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In Reply To: Hunter7's post @ May 15 2015, 10:53 AM

Do any TA charters follow this stock? I m interested to know if it has any legs

 


Hunter7
post Posted: May 15 2015, 10:53 AM
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BNO looks like it's ready for on the way up

 
Dknow
post Posted: Sep 18 2012, 08:43 AM
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John Beveridge From: Herald Sun

September 18, 2012


AUSTRALIAN biotechnology stocks tend to develop over time like a cellared wine and Bionomics is looking like it may become a tasty drop in a few years.

Yesterday's $9.5 million acquisition of San Diego's Eclipse Therapeutics not only adds some cancer stem cell treatments to the drug pipeline, it brings a crucial US presence that could prove pivotal in commercialising its other advanced drugs such as the solid tumour destroying BNC105.

By issuing shares to buy the company and adding the highly promising developments in cancer stem cell therapies, Bionomics should greatly broaden its investment appeal and anti-cancer focus without diluting shareholders too much. A speculative buy with the added fizz of a very promising anti-anxiety drug.

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http://www.google.com.au/url?sa=t&rct=...bsvk9S9OiCNTrRA

 
theadder
post Posted: Jun 20 2012, 10:03 AM
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http://www.lifescientist.com.au/article/42...file_bionomics/

 
nipper
post Posted: Apr 26 2012, 09:37 AM
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In Reply To: anne's post @ Mar 30 2011, 11:21 AM

hit a peak of 72c a year ago and now 46c
QUOTE
BNO is a very exciting stock! An anti-anxiety pill with no usual side-effects. YES
That's a block-buster drug coming up if all continues to go well. Maybe
fabulous chart. Not so one year on Good prospects for a takeover Not to date. Two other exciting drugs with news due on both of them soon. True - BNC105 and Alpha-7
biotechs in favour at moment. maybe
Tightly held. perhaps Small market cap. YES - even smaller one year on Money in bank. actualy money out of bank and transferred to another if you bought 1 year on
what else would a punter want?!!! Positive returns??

not having a go at this poster, but small biotechs in Phase I trials have a long way to go, in general
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On the positive side, BNO has entered into agrement with Ironwood Pharmaceuticals (US based $1.2Bill company). BNO will receive US$332mill depending on progressive milestones.
License involves a central nervous system drug BNC210 that relieves anxiety and depression without addiction or sedation

This is the largest deal by an Australian biotech for a Phase I asset; while only $3mill as first payment, there are escalating milestones. Ironwood is responsible for worldwide development and commercialisation.

on the investor presentation last week, claims it is more effective than Prozac and Valium !

Other BNO projects - entering Phase II - Cancer drug candidate BNC105 (renal, ovarian cancers) and Alpha 7 program (Alzheimers, cognitive impairment) are the next near-term candidates with potential to partner or license.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
 


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