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rubra
Posted on: Jun 7 2019, 11:03 AM


Group: Member
Posts: 142

consolidation anyone?what r we worth in the old money p?
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rubra
Posted on: Aug 14 2018, 03:01 PM


Group: Member
Posts: 142

tdl
and about to takeover the world...
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rubra
Posted on: Jun 15 2018, 05:57 PM


Group: Member
Posts: 142

ive been advised by a small wooden toy with a large nose, that this is it, P

im just not sure what it is
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rubra
Posted on: Apr 30 2018, 11:55 AM


Group: Member
Posts: 142

what was the last consolidation again P? 25x? only seems like yesterday
we must be getting close to the same number of shares again, and closer to the next consolidation if we last that long
thumbdown.gif
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rubra
Posted on: Jan 17 2018, 01:31 PM


Group: Member
Posts: 142

P
ive lost count on where we are in the 'old money'
u know before consolidation
im guessing we are about $1-2, or do i have my denominator over my numerator? graduated.gif

could you remind me of where we are? hypocrite.gif
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rubra
Posted on: Apr 23 2017, 02:23 PM


Group: Member
Posts: 142

It's been my observation since last Nov. or Dec. there has been some significant movement in something I associate with this biotech rationalization.

Last month it was the Chinese delegation. This month its the Americans in Queenstown and Pence with Turnbull.

so why the Chinese last month in NZ, then the Chinese Premier visit to Trump and now the Americans have their turn.

I know Plastic has the answer to all this, I hope hes back soon

http://www.nzherald.co.nz/nz/news/article....jectid=11843668
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rubra
Posted on: Apr 22 2017, 03:32 PM


Group: Member
Posts: 142

Just who is Pinnochio? Not once has he revealed his real name on the SA site. Continually touting BLT, despite the long history of sell outs, failure and misguided strategies evidenced in their latest HBV failing. Surely, he wouldn't fall into one of the 27 names being investigated by the SEC. But how would we know?

Alarming to see Cytrx and Galena involved. They were once very close to BLT.

https://sg.finance.yahoo.com/news/scammers-...-174206166.html

QUOTE
the Securities and Exchange Commission sued 27 individuals and companies for their involvement in hundreds of conflicted articles that appeared on SeekingAlpha and other sites. The authors checked a box that said they hadn’t been compensated, concealing the payments they’d received from stock promoters, the SEC said in a statement.

To hide their identities, writers used multiple pseudonyms, even creating separate personas who claimed to have 20 years of investing experience. At one promotion company, writers even signed a contract forbidding them from disclosing their compensation. SeekingAlpha wasn’t accused of any wrongdoing.

“These companies, promoters, and writers allegedly misled investors by disguising paid promotions as objective and independent analysis,” Stephanie Avakian, acting head of SEC enforcement said in the statement.
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rubra
Posted on: Apr 22 2017, 09:40 AM


Group: Member
Posts: 142

I wonder if the big and secret meeting in Queenstown has any relevance to BLT given that it's Anzac Day weekend or if it's a scene out of Godfather III

where is Plastic, hes been on the money all along, and told me hbv was another not commercially viable...
i miss his informative posts, maybe hes gone to the other place
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rubra
Posted on: Apr 19 2017, 07:27 AM


Group: Member
Posts: 142

You've been right all along on BLT and now FBU. I guess you'll be right on PYC too despite slayer's protestations. Has the Rothschilds man leaving have anything to do with these American interests arriving do you think?

Looks like the VLA analogy will transpire with the consolidation allowing Amgen to take a cheap as chips cornerstone stake in the cap raise. Maybe then we can stop celebrating some PhD study grants as income milestones.
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rubra
Posted on: Apr 18 2017, 07:47 PM


Group: Member
Posts: 142

Looks like you were right about this one right from the start as well. You should work for Citi. They're short on good talent there.

http://www.nzherald.co.nz/business/news/ar...jectid=11840448

QUOTE
Speculation about a break-up or buyout of Fletcher Building has re-emerged with investment banks said to be working on pitches on the other side of the Tasman, according to an Australian media report.

The Australian Financial Review's 'Street Talk' column today reported that at least three investment banks are seeking a buyer for Auckland-based Fletcher after the shares sank 21 per cent, wiping $1.52 billion from the value of the country's biggest building firm, over unexpectedly weak earnings from its construction division followed by an earnings downgrade. Fletcher shares were recently at $8.02, valuing the company at $5.59b, a discount to Citi research cited by the AFR that puts an equity value of $7.55b, or $10.98 a share, on the building firm
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rubra
Posted on: Mar 29 2017, 04:53 PM


Group: Member
Posts: 142

is this why the miceys died???




Type I Interferons Impede Short Hairpin RNA-Mediated RNAi via Inhibition of Dicer-Mediated Processing to Small Interfering RNA.
Machitani M1, Sakurai F2, Wakabayashi K3, Takayama K3, Tachibana M3, Mizuguchi H4.
Author information

Abstract
RNAi by short hairpin RNA (shRNA) is a powerful tool not only for studying gene functions in various organisms, including mammals, but also for the treatment of severe disorders. However, shRNA-expressing vectors can induce type I interferon (IFN) expression by activation of innate immune responses, leading to off-target effects and unexpected side effects. Several strategies have been developed to prevent type I IFN induction. On the other hand, it has remained unclear whether type I IFNs have effects on shRNA-mediated RNAi. Here, we show that the type I IFNs significantly inhibit shRNA-mediated RNAi. Treatment with recombinant human IFN-α significantly inhibited shRNA-mediated knockdown of target genes, while it did not inhibit small interfering RNA (siRNA)-mediated knockdown. Following treatment with IFN-α, increased and decreased copy numbers of shRNA and its processed form, respectively, were found in the cells transfected with shRNA-expressing plasmids. Dicer protein levels were not altered by IFN-α. These results indicate that type I IFNs inhibit shRNA-mediated RNAi via inhibition of dicer-mediated processing of shRNA to siRNA. Our findings should provide important clues for efficient RNAi-mediated knockdown of target genes in both basic researches and clinical gene therapy.

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rubra
Posted on: Sep 27 2016, 09:03 PM


Group: Member
Posts: 142

Fintans Mandate
Ping Shek
Jansen Jacob

where do they get the from P, what happened to John Smith, and will they do any good
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rubra
Posted on: Aug 30 2016, 08:49 AM


Group: Member
Posts: 142

no way P
fintan-ed up the mandate
cup turning to shoulders of a long downward trend...

bac the truck up to BLT and load up
it is the place to be and could be any day
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rubra
Posted on: Feb 26 2016, 12:47 PM


Group: Member
Posts: 142

its very clear you were always right Plastic...
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rubra
Posted on: Feb 2 2016, 02:12 PM


Group: Member
Posts: 142

p
whats 25c in the old money
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rubra
Posted on: Aug 23 2015, 08:49 AM


Group: Member
Posts: 142

p uve got it all wrong

they will be bought out when ALNY buys ARWR since it is the endosome escape hatch technology that is the competitive advantage ALNY doesn't have...and needs.

And now that the northern summer and our winter is over come August 31, I think we can expect it in the next week or two. Along with a HoA in the TPP in Malaysia next week.

I'm guessing a valuation of about $200-250m. That would put the PYCOA's and the privately held options in the money.

That's my guess anyway.
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rubra
Posted on: Aug 19 2015, 11:53 AM


Group: Member
Posts: 142

no p, lipstick on a pig, with the $1M paid for hcv

this must be the takeover bid getting underway which will deliver the significant premium
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rubra
Posted on: Jul 26 2015, 11:04 AM


Group: Member
Posts: 142

im just not sure who you're playing with again?
as Hocking sold down to raise funds to take up his entitlement and "partial" underwrite in the issue, was this because he doesn't want to pour any more money in to a black hole?
Or, is 2bn shares on issue is normal for good corporate governance.
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rubra
Posted on: Jul 25 2015, 09:08 AM


Group: Member
Posts: 142

why are u still in denial that Hockings are selling down?
Plastic is on the money again
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rubra
Posted on: Jul 22 2015, 08:53 AM


Group: Member
Posts: 142

Funny how the Chinese are putting their ag. n vet. assets up for sale so soon after selling HBV to the yanks. And all just as the TPP is coming to a close this months end in Hawaii.

Sadly BLT has no ag. n vet. exposure.

Now if I didn't know any better I would say Enumerate and his cronies have hatched a plan to buy the Chinese assets which are up for a Claytons' sale while BLT struggles on with its supposed IPO.

Chinese company Shanghai Pengxin's total farm assets in New Zealand are up for sale, including 16 farms and a conditional agreement to buy Lochinver Station - but they are unlikely to be sold.

Because the company wants to restructure, the Overseas Investment Office (OIO) requires it to offer its assets for sale to New Zealanders.

The 16 dairy farms totalling 7885 hectares are the former Crafar family farms, bought controversially for $200 million in 2012.

They were listed for sale on Trade Me on Sunday on a "price by negotiation" basis and by Tuesday had been viewed 657 times
  Forum: NZX

rubra
Posted on: Jul 4 2015, 11:41 AM


Group: Member
Posts: 142

sounds like panocchio and the cheer squad only round here p?

so how many and at what loss have substantial holder ra dished out now
i guess they know whats going on with the ipo and are still dishing out

blt picked up hcv for sub $1M, lipstick on a pig?or world domination?
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rubra
Posted on: Jun 23 2015, 07:34 PM


Group: Member
Posts: 142

not much coal, p
top notch mine, just no contract to sell into
could get fixed at any time

they're selling atc to the world at a good price thou

but another board and management more interested in their pay packet than promoting the company to the market
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rubra
Posted on: Jun 14 2015, 09:53 PM


Group: Member
Posts: 142

hey p
u did spend some time on hc didnt you
how do you pick them, is it the uncle mel link?
how many have you 'got right'

QUOTE
Hey Fly, funny you mentioned the Gavel. I was thinking about him recently. We all thought he was crazy, but in hindsight he was correct. Unbelievable.
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rubra
Posted on: Mar 17 2015, 11:17 AM


Group: Member
Posts: 142

well b4 2040 for the phii, could be 2038, cause "Thats is the way these trials work"? lol
i thought you would wait for the primary outcome measure from a trial b4 starting the next? no?

not follow up is it? it states "Final data collection date for primary outcome measure" in 2031

if this is any guide for the blt hcv trial, it could be a long wait for the troops
good to be sure thou!

glad we picked it up for sub $1M

i can feel me nose...
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rubra
Posted on: Mar 16 2015, 08:24 PM


Group: Member
Posts: 142

Estimated Primary Completion Date: June 2031 (Final data collection date for primary outcome measure)

should report on primary outcome measure just after the illusive vaccine cures hiv for good in 2035
approval 2040 should see blt skyrocket to 10 c, old money

get in now while u can!

oh, sorry, this is phI
2040 should see phII, after the pump and dump cr
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rubra
Posted on: Mar 16 2015, 06:13 PM


Group: Member
Posts: 142

very interesting link posted for trial

Estimated Primary Completion Date: June 2031

that is a very long wait
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rubra
Posted on: Feb 11 2015, 03:19 PM


Group: Member
Posts: 142

dont forget the best bid they could get from mr market for tt034 was $1M
vhs or beta?
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rubra
Posted on: Jan 9 2015, 08:48 AM


Group: Member
Posts: 142

If only our CEO was this honest and truthful with his shareholders instead of just being there for the weekly pay cheque.

Can anyone really believe BLT is the same company that underwent the failed takeover bid before SM and Co. came along? Or the reason why Tacere was left at the alter by PFE and handed back for a apple and an egg is because it was a roaring success. Fool if they do after looking at the whats going on with RGLS and BIND overnight on the Nasdaq.

why did SM the previous BLT CEO leave the co so quickly and easily?

QUOTE
"There is a hesitancy by the CEOs of these small, high risk, pre-revenue companies to tell it like it is."
--------------------

If the company had been listed, Ms Hegarty said she may have wavered in telling her shareholders "this test does not work".

"I used those words," she recalls the frank discussion she had to have with the company's wealthy backers. "Show me a CEO [from a listed company] who has used those words."



Read more: http://www.smh.com.au/business/melbourne-c...l#ixzz3OGtkUigQ
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rubra
Posted on: Jan 4 2015, 06:48 PM


Group: Member
Posts: 142

QUOTE
None of what you quote is correct my half-witted buddy.


lol, hmm, you better think on that one again

a quote is a quote, not disputing that r u

RAs top dog has just said what they think, and it didnt include tt
when questioned they went on to point to high volume low price in a developing market
IF it works and doesnt kill the miceys

try and stay away from the personal attacks on my friend plastic
and keep your mind on the game, not just pumping

oh, and take me thru why tt was given to blt for $1M
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rubra
Posted on: Jan 3 2015, 01:30 PM


Group: Member
Posts: 142

which assertion is that my long-nosed friend

QUOTE
Writing on the wall just became that much more obvious. Even RA Capital's top dog doesn't have anything to say about BLT and its HCV one shot therapy. Could be a reason why they sold down their holdings.

Pretty obvious by now BLT is not even in the game when you compare their nearly underway trials of two patients and still no data a week after it was due to be released to RGLS with their game changing one shot treatment about to start a fully registered and funded trial.

The article talks about being "cured" after just two weeks. BLT is toast. A significant premium in a buy out if you are lucky. More likely a naked short attack on data release sending it back to 1.5c.


top dog says nothing about BLT
responds to a question with exactly what I said
and someones nose gets longer

may be a small niche in a developing market, high volume low price

IF it doesnt kill the miceys

thats why it was given to BLT for a lazy A$1M
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rubra
Posted on: Jan 2 2015, 09:07 AM


Group: Member
Posts: 142

Writing on the wall just became that much more obvious. Even RA Capital's top dog doesn't have anything to say about BLT and its HCV one shot therapy. Could be a reason why they sold down their holdings.

Pretty obvious by now BLT is not even in the game when you compare their nearly underway trials of two patients and still no data a week after it was due to be released to RGLS with their game changing one shot treatment about to start a fully registered and funded trial.

The article talks about being "cured" after just two weeks. BLT is toast. A significant premium in a buy out if you are lucky. More likely a naked short attack on data release sending it back to 1.5c.

QUOTE
The impact of Regulus on the market is probably the least understood scenario of all the possible futures of the HCV field and is, therefore, worth exploring in more detail. Regulus could entirely upend the above simplistic prediction of how competition in the HCV game will unfold if RG101 reaches the market in 2017 or 2018. Based on data Regulus released in October, approximately 40 percent of patients had undetectable levels of virus within 2 weeks of receiving a single injection of RG101, and they remained undetectable as of the date of the press release, in some cases months after the injection, suggesting these patients were cured.


http://www.xconomy.com/national/2015/01/01...ingle_page=true

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rubra
Posted on: Dec 23 2014, 10:00 AM


Group: Member
Posts: 142

Weren't those HCV trials due to release some data around about now? I wonder if it is just a coincidence it is scheduled for the holiday season. When I put rubra's cynic hat on, I start to think maybe this is why there was such a delay in finding the right patient. FDA protocols were just a part of the problem. The greater part was the intent of the BLT proponents.

The cynic hat also makes me wonder if, in the true style of ACL, PXS, QRX and many others, we will get a naked short put in on BLT sending the price back down to 1.5c or less.

Surely, nobody actually believes the failures of ACL, PXS and QRX etc. precipitating the attack were real, do they? All those millions of dollars, years and years of research, tests and trials attracting some of the best people around on to the board and in to the executive. Mainly from pastures located state side it must be said. And all for failure.

Hmmm. Nope. It just doesn't pass the sniff test.

So it goes with BLT, irrespective of the data generated from the trial, what's the intent of the US hedge funds? And does the low pricing of the options years out in to the future provide any clue?
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rubra
Posted on: Dec 13 2014, 05:54 PM


Group: Member
Posts: 142

better than that
http://www.virostream.com/video/2
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rubra
Posted on: Nov 19 2014, 01:17 PM


Group: Member
Posts: 142

Back to 30c again after tomorrow. PF's big US moment to be the moment of revelation and realization.

Kinda like entering the lion's (ALNY) lair and expecting to be welcomed with open paws instead of getting a mauling.

Dicerna, Rossi's baby, the one that had to come to BLT to get its "stuffer" fragment, has gone from over forty bucks to under ten since IPO in Jan. this year. Not a good omen. Dirk not very complimentary towards their programme either.

With just one week to go to Thanksgiving Day, I wonder who it will be giving the thanks for what they have received. Certainly won't be a one way unity ticket for all.

Can't help but get the feeling, some of those state-side will be the ones saying thanks....suckers. Especially after reading about Obama's shellacking of Abbot over climate change at the G20. But that's US foreign policy for you.
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rubra
Posted on: Oct 31 2014, 08:52 AM


Group: Member
Posts: 142

QUOTE
Any takers at two cents? Anybody? Going cheap. You'll make a motza. Guaranteed. BLT, best kept secret on the stock market.

Dumb Yankees paid four cents. Forget about what they made on the way up and then on the way down going short. That's not the story here. Why would you pay four when you can get it for nearly two now?


p
how can the americans be so dumb when the profits they made on the way up, and more on the way down, not only allowed them to recoup their cash but will fund the other half of the buyout? That's the real story isn't it? and thats smart

but all for a leftover hcv program that no one else wanted and purchased for the bargain basement price of $1m or actually less wasnt it?
apparently there are problems with the aav, and thats dumb

i wouldnt worry too much the blt board will be all over this, probably still paying uncle mel consulting fees for the advice

and remember p, tread carefully
r
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rubra
Posted on: Sep 10 2014, 02:39 PM


Group: Member
Posts: 142

mandated and in place

Link healthcare is the distribution partner and a top 10 equity holder in AVX
www.linkhealthcare.co

coal will be $10M per year profit...
ATC growth estimates to $400M per year

get in while u can P
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rubra
Posted on: Sep 10 2014, 02:18 PM


Group: Member
Posts: 142

mandate being delivered, on schedule...
weirdsmiley.gif
first sales of ATC and coal likely next month
king.gif
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rubra
Posted on: Feb 17 2014, 12:00 PM


Group: Member
Posts: 142

they're delivering on his mandate...

due any day wacko.gif
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rubra
Posted on: Feb 14 2014, 12:53 PM


Group: Member
Posts: 142

With $45M in start-up funding from Third Rock Ventures (the VC that has started the comparable lentiviral-based gene therapy company which recently went public, bluebird bio), they will deepen that expertise through in-house research and thereby sail by Benitec which sadly has refused to face the fact that in order to be a platform company and stay relevant you need to have such efforts. If not at a time like this when interest is high, then when?? The latest publication by Benitec and Pfizer (Denise et al. 2014) was ironically the best illustration of that omission by showing that the first-generation ddRNAi expression technology of Benitec generates a plethora of small RNAs which obviously is less than ideal. By contrast, work in the Kay lab in particular (e.g. Gu et al. 2012) has shown how to generate much cleaner expression cassettes.

Voyager strutting its RNAi expertise and related therapeutic development plans is further confirmation of the dramatic decrease in the value of Benitec's once-prominent IP position in ddRNAi (Graham patent). With an expiration of ~2018-2020 and Baulcombe the real gate-keeper (although the clock on that one is also rapidly running down), I don’t see why there should be a need to take a license except for maybe the likes of Calimmune which may have something close to commercialization by then should things proceed without a hitch.
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rubra
Posted on: Oct 1 2013, 07:20 PM


Group: Member
Posts: 142

Plastic
how much did BLT pay for the very valuable hcv program again? lol

but why wouldnt u trust those 2 below well dressed gentleman in the big balmain garage
such a nice smile

and a new 'investor presentation'...lol
dont tell me Sinatra is lining them up for another capital raise now the share price is in the blue sky

someones nose keeps getting longer
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rubra
Posted on: Aug 8 2013, 06:40 PM


Group: Member
Posts: 142

Any chance of SIE merging with ARWR in order to build a sustainable viable business with revenues when SIE is trading for a PE of just 2?

If SIE listed in the US through a merger or similar with ARWR both these companies would carry a market cap hugely greater than they do now.

Perhaps this is why SIE has still not struck a licencing agreement with anyone in the US market. Or the European market for that matter.

Anselll. What do you think?

http://www.arrowres.com/press-releases/arr...nancial-results
QUOTE
The siRNAs in ARC-520 intervene at the point of DNA transcription, upstream of where nucleotide and nucleoside analogues act. In transient and transgenic mouse models of HBV infection, a single co-injection of Arrowhead’s DPC delivery vehicle with cholesterol-conjugated siRNA targeting HBV sequences resulted in multi-log knockdown of HBV RNA, proteins and viral DNA with long duration of effect. In a chimpanzee chronically infected with HBV and high viremia and antigenemia, ARC-520 induced rapid reductions of 90-95% in HBV DNA, e-antigen, and s-antigen.
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rubra
Posted on: Aug 7 2013, 08:38 PM


Group: Member
Posts: 142

Interesting set of events this week. Wonder if they are related. ARWR is steaming at the moment. Being their area is Hep. B. there might be some spin off for SIE if there is some kind of transaction coming. But I would expect the crackle to come from ALNY first.

I remember Enumerate saying the vehicle of choice to develop a keiretsu model for business development was a PIPE. If this is true then, upon placement a new price would be established. Often a PIPE is called the spiral of death due to the receiver of the new equity having a short position on the company they have just handed cash to. Then they sell the equity they have just received making a bundle on the short position and recovering the money they shelled out back. Hopefully this was not the kind of PIPE he was referring to. But more the placement to a cornerstone holder at some crazy price taking everyone elses value up to that new price.

In BLT's case I find this hard to imagine due to the massive selling going on atm. More likely to be a takeover bid. Which is a pity. It will probably prevent me from taking private legal action against BLT for deliberately misleading the market on the Tacere purchase.

PYC looking a much better bet for a PIPE. Heck, even Enumerate has been pumping them up on HC.

QUOTE
Alnylam Pharmaceuticals, Inc. (ALNY), a leading RNAi therapeutics company, today announced that it will report financial results for the second quarter ending June 30, 2013 on Thursday, August 8, 2013, after the U.S. financial markets close.
Management will provide an update on the company, discuss second quarter results, and discuss expectations for the future via conference call on Thursday, August 8, 2013 at 4:30 p.m. ET.

QUOTE
Arrowhead Research Corporation (ARWR), a biopharmaceutical company developing targeted RNAi therapeutics, today announced that it will report its financial results for the fiscal 2013 third quarter ended June 30, 2013, on Wednesday, August 7, 2013, at 4:30 p.m. Eastern time (1:30 p.m. Pacific time).

QUOTE
-- Tekmira Pharmaceuticals Corporation (TKMR) (TKM.TO), a leading developer of RNA interference (RNAi) therapeutics, announced that it will hold a conference call and webcast on Monday, August 12, 2013 at 1:30 pm Pacific Time (4:30 pm Eastern Time) to provide a corporate update and report financial results for the second quarter ended June 30, 2013.
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rubra
Posted on: Aug 3 2013, 03:55 PM


Group: Member
Posts: 142

"it is a bit like buying the rights to the Sony Walkman when they are about to release the next generation I-Pod."

I-Pod in this context is spelled ssRNAi. And that ANP announcement tells me an awful lot. Can't wait til we see who gets the first Breakthrough Therapy to market first. Being conducted in secrecy right now. You can be sure it isn't BLT though. CSIRO calls the shots there.

I can remember a similar situation many years ago with HAART drugs. This time I am picking it is either prostate cancer or alzheimers.

"tell me how these 'miscreants' are now in control? "

You show us the top twenty options lists and the National Nominee details and I'll tell you all you need to know. Until then, the knowledge that the deadbeats still sit on the board will suffice to kill off all hope of an economic return here. Watch the price drift down once normal trading resumes.

by the way, why do u think no one else was interested in paying more than $1 for tacere?

4 093 000 shares u say for $1.35 ? 5% holding u say?
and that was the best tacere could do? next gleevec!

Could you point me to the app3b and f603 for those shares?
  Forum: By Share Code

rubra
Posted on: Aug 2 2013, 01:44 PM


Group: Member
Posts: 142

What is misleading is comparing BLT trials and tribulations to Pfizers. The process PFE goes through is under a old technology with an old FDA and under old protocols. These days all the laws have been changed. New people installed at the FDA with a new mandate. Even a new designation for a drug being Breakthrough Technology Therapeutic or something similar. The whole purpose of these changes were to speed up the process of drug development.

So to be comparing apples with oranges while insisting the orange is an apple because they both came off a tree is very misleading.

Heralding the purchase of Tacere for $1 as a coup is just as misleading as comparing apples with oranges. The upshot of that is the registery is full of the miscreants that were there before SM and CSIRO took over. The people we absolutely did not want to know at the beginning of this bad joke are back in control.

My prediction for this is it will be another Uniqure. ATM used to be Uniqure. It got delisted, then relisted under another name with the same IP. Making a lot of people wealthy in the process. Either that or it will be another ICV and HOG. That was a Bridges deal. Check out the price of HOG since he did it. Absolutely terrible.

Just keep an eye on ANP for a heads up on where things are going.
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rubra
Posted on: Aug 1 2013, 08:30 PM


Group: Member
Posts: 142

From what I hear, Christchurch isn't going too well for the boys. Competition in the materials is cutting in to margin and market share which is one thing. But the killer blow, are the insurers balking at the cost of replacement of new buildings. So high they're refusing to pay the bills and are now dictating the price they will pay. Ultimatum to FBU is come in at this price of xyz or get lost. Many of the sub-contractors can't make a profit on the job at that price and are either refusing to do it or are getting in the coolies and other emigre straight off the boat to undercut local labour.

Have heard of JV's with foreign partners going belly up because the partners say the cost is so high the project is no longer feasible. Central G won't be happy losing all that FDI. They must be thinking about taking aim at FBU and taking the monster down. The SFO raid on Hawkins leading to the Placemakers timber cartel thing was the opening salvo IMHO.

Apparently, Construction is about spit the dummy because of it.
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rubra
Posted on: Aug 1 2013, 08:29 PM


Group: Member
Posts: 142

bb33: Bluebird Bio is a gene therapy company.
http://www.sharescene.com/index.php?showto...l=blt&st=50

Pinnochio: Despite BLT being lumped in with RNAi companies, its technology is DNA based and so has more in common with gene therapy than the rest of the RNAi field.

Then why does BLT, having done so for a very long time as well, refer to their IP as ddRNAi if it really isn't a RNAi company?

Bluebird uses ssRNAi. Their tool of choice is single strand antisense and they describe themselves as a RNAi company rather than a gene therapist.

Looks like the wheels are finally falling off. But at least the deadbeats will be employed for a while longer. Wearing Vida's shoes.

Like I say, ssRNAi and antisense is where its at.

Tomorrow will be interesting with ANP in a halt. Will give us a clue as to the future of antisense; early generation v ssRNAi.
  Forum: By Share Code

rubra
Posted on: Aug 1 2013, 08:24 PM


Group: Member
Posts: 142

Poor Vida and others like him. While I wish them all the best with their BLT investment, they don't realize they have already purchased new shoes. Accessorized brand name clothing with jewellery. Along with luxurious holidays in the Mediterranean, ski jaunts to Queenstown with swank accomodation and apres and a monstrous Balmain garage to store it all in. But Vida and other shareholders won't get any benefit from these things. That is the exclusive privilege of the deadbeats.

The previous rights issue in April 2011 was done at the equivalent of a post-consolidation price of 50c. This is what it was supposed to be used for. N.B. the piece in bold. It is fair to say none of these have advanced to clinic because success was not met with and the short time frame they allude to is nothing to do with short at all no matter what the overly vociferous, self-righteous and opinionated amongst us say.

The bulk of the funds raised under this Renounceable Rights Issue will be used to drive the three key
programs to the clinic. The three programs are:
• Chronic cancer-associated pain;
• Drug-resistant lung cancer, and
• Hepatitis B.

These programs have been chosen for their strategic value in being able to rapidly demonstrate the
clinical efficacy and safety of Benitec's ddRNAi technology. All three address significant health
conditions on a global scale which are poorly met by current medical approaches. ddRNAi has the
potential to provide unique, first in class solutions which can enter the clinic within a relatively short
time frame, providing success in our current pre-clinical studies is achieved.
Additional capital raised will be used to support the use of ddRNAi in other opportunities in cancer and
infectious diseases, which ideally will be conducted in collaboration with other biotechnology groups.
In addition, we will continue to pursue other opportunities to realise value through commercialisation of
Benitec's extensive patent estate.


2. PURPOSE OF THE OFFER
The funds raised by the Rights Issue will provide the Company with funds to proceed with
further research and development of its existing projects, including progressing the Chronic
Cancer-Associated Pain Program and the Drug-Resistant Lung Cancer Program to Phase I/ II,
and progressing the Hepatitis B Program to completion of preclinical and toxicology studies.
Funds will also be applied to pursuing new business development opportunities in the
licensing and collaboration of the Company's patent estate.


I could go back to the one or two others they have done but I think we all know what these guys are about. If you prove the point once, then you have proven it a hundred times.

If anyone wants to know where the state of play is for viral therapies look no further than ARWR. Their area is Hep.B. As shown above BLT once did something in this area. As well as pain, oncology, diabetes, HIV and male baldness. And as far as I can see they will lose the Hep.C. race as well.

The capital raising allows them more runway to live high but after August 02 look for the price to drop away to 0.5c pre-consolidation ending with a dismal delisting or buy-out. Licencing deals will never happen. If they were to, they would've been done already.

Fact is, these guys aren't even in the game until they get FTO on ARWR and RGLS IP.

It's all about ssRNAi and miRNA and antisense. As the following suggests. Note the "endosomal escape" bit. That's all about PYC's latest patent which appear to be under the gambit of ALNY. Only they call it GalNac. Viral delivery just doesn't cut it. That puts BLT, ddRNAi and any other double stranded approach out in the cold.

http://pubs.acs.org/doi/abs/10.1021/mp400164f

The bis-MTX-ASO was shown to undergo endosomal escape resulting in the knock down of eIF4E with at least the same efficiency as ASO delivered by oligofectamine. The modularity, flexibility, and common method of conjugation may prove to be a useful general approach for the targeted delivery of ASOs, as well as other nucleic acids to cells.
  Forum: By Share Code

rubra
Posted on: Jul 29 2013, 08:54 AM


Group: Member
Posts: 142

I would like to know why BLT didn't put out a top twenty list of the options.

I can only guess they still have something to hide. Looking at the miscreants in the top twenty equity holders I would say that is the case.

Makes me wonder why they are so keen to get this news out now but when they made the placement in June no disclosure was made as to who the recipient was even though by law disclosure is required. Clearly, Bremner's position has changed, but again, contrary to the governing law, no disclosure has been made. But worst of all, we still have the same bunch of deadbeats at the helm.

As far as I am concerned, the only good thing I can see here is CSIRO still have their position and the Japanese have got involved. The downside to that is CSIRO have allowed themselves to be diluted out despite a standstill clause in the agreement they made with BLT. That is a very bad sign. And the Japanese involvement is probably more likely to be representing Takeda before it is Daiichi Sankyo.

It has been shown through Tacere that without the ability to interfere with miRNA signalling, ddRNAi will not work of itself. Therefore, all eyes should be on Regulus, ALNY and ISIS. And as a wildcard PYC if they have got a delivery mechanism that can reach the desired zone of the cell that allows miRNAi to occur without toxicity issues or stimulating misleading responses from the immune system.

ISIS are dominant in Regulus. ALNY are its partners. Watch for ALNY to do something in Regulus thereby cutting off the future of ISIS. ISIS will then be the Fairchild Semi-Conductors Ltd of gene silencing. Who were Fairchilds? The parent of Intel. Fairchild's IP allowed Intel to be created and they went on to be one of the most game changing companies in their industry of their epoch. Meanwhile Fairchilds just disappeared.

Regulus work with ssRNAi. BLT needs to have freedom to operate with ssRNAi before they will be worth anything.

Lets not forget, for most people 10c and above was their entry price. That was before the mass theft occurred. For them to even get their money back the price has to be about three bucks. That is unlikely with this lot leading the show under the status quo.

Until Bridges, French and their cronies vanish, this will remain a no-go zone.
  Forum: By Share Code

rubra
Posted on: Jul 23 2013, 06:42 PM


Group: Member
Posts: 142

What I can't understand is how the wigs at BLT can issue new shares to someone and have them registered and tradeable the very next day. Like to the new director and other bits and pieces along the way.

But when they do a consolidation we have to wait til August 02 before we can trade our new stock. And in their infinite wisdom, they have chosen to defer settlement til then on any new trades before.

Which means, I could sell my stock today and get the due price but I (or maybe my broker) retain the beneficial ownership until August 02. Put another way, the buyer would not get the benefit of any transaction between now and August 02 even though they have paid and bought stock because their purchase will not settle til then.

The nett effect of this is that right now and until August 02 we are in a trading halt of that component of equity, the beneficial ownership part, that confers a profit or a loss to the holder.

And that people sounds like we are waiting to be told of the buy out.

Expect it before August 02.
  Forum: By Share Code

rubra
Posted on: Jul 20 2013, 01:11 PM


Group: Member
Posts: 142

The run up in ALNY recently is being interpreted by many as a harbinger of great things to come. I am not so sure.

Often in these situations a run up in price like that on the back of nothing really portends a buy-out. If ALNY is bought out then it is almost certain BLT will be bought out for pennies since they have the contra-option agreement. In fact it may not even be bought for anything. It may simply delist.

It may not happen soon. I expect they will string us along with the HCV programme a bit longer with big promises. But if the HCV programme fails then so does BLT. Never mind all the other programmes they were supposed to be developing. They are long gone.

The trick with the consolidation is that it now gives the market makers the chance to bring the price down even further. A lot of minorities have just had the position zapped. Diluted over the years then reduced even further by a consolidation. A thousand shares a few years ago must only be worth about 100-200 now on a percent of company ownership basis not a cash basis. Thereby, reducing resistance to a takeover bid.

I expect uptake on the SPP to be low. So unless they have something fantastic in store, they only have another week or so to deliver it up. Though they can easily extend the date of the SPP.

I am regularly reminded of a AGM I attended once of the other RNAi company on the ASX: GEN. For some reason SM was in attendance. At the time there were, other AusBiotech people on the board. They have all since gone though. I therefore wonder, if it were GEN BLT depended on to ensure success in the obtaining control over those factors that are necessary in the production of a protein. And had they had've obtained control over those factors then BLT would indeed have been the vehicle, through ALNY, that a NASDAQ listing would've occurred by.

But now I am almost convinced this will be sold cheap while ALNY goes high. Comments on IV recently would suggest so. It would also explain why Goldmans and JPM went with ISIS recently and Regulus got away a placement to unknowns a day or two ago.

Something else of interest too. GEN is a NZ listed company and China has a FTA with NZ. NZ say they want a FTA with the US. BLT is a AU listed company and AU has a FTA with the US. AU say they want a FTA with China.

But because of the CER agreement between AU and NZ, then both countries have a vicarious FTA with the one they say they want one directly with.

Therefore, the same way a nation has a Constitution providing broad issue rights and liberties with Statute underneath providing the parameters of behaviour those rights and liberties should be enjoyed and penalties and compensation for any transgression of them. So too, the FTA must have a broad macro aim with a subset of rules and regulations dictating behaviour between the two nations with guide maps on how to resolve differences.

Things such as patent rights, licence agreements etc.

Therefore, I am convinced the TPP talks are designed around but not restricted to this area. And from them we will have a transaction of sorts in the biotech space. But it is unclear this will be of benefit to BLT holders given the recent upsurge of share price.
  Forum: By Share Code

rubra
Posted on: Jul 17 2013, 08:03 PM


Group: Member
Posts: 142

If a biotech deal that includes BLT hinges on final outcomes of the TPP negotiations, then this may be the longest wait yet and those who think something is coming out of the pipeline sooner than later may be bitterly disappointed. As anyone should be. Look to April or May 2014 unless those issues in the second to last paragraph are resolved.

All Bridges and BLT have to do is to come out and make a statement about who the real owners are and what the real strategy is.

WASHINGTON (Nikkei)--The talks on the Trans-Pacific Partnership free-trade pact will likely stretch on until next spring, with disagreements over tariffs and other key issues hampering progress, the Nikkei reported in its Wednesday evening edition.
Initial plans envisioned having the 11 member countries, including the U.S. and Australia, finalize the accord at the TPP summit in October in Bali, Indonesia. Now, however, the negotiators are looking to conclude the talks in April or May 2014, with only some key elements of the pact likely to be finalized in 2013.
The delay will give Japan a better chance of having its proposals on trade and investment reflected in the accord. Japanese negotiators will for the first time participate as official members in the round-table session from July.
Under the scenario in which the accord would be finalized in October, Japanese negotiators would have only two official sessions to convey their views before the deal was finalized--the meeting in Malaysia from July 15-25, and the one to be held in August or September in Vancouver, Canada.
However, progress has been slowed by disputes over some important agenda items, such as customs procedures for agricultural products, intellectual property rights and how to treat state-owned companies.
Some TPP partner nations have recently started bilateral talks aimed at finding ways to wrap up the negotiations by the end of this year. But a U.S. government official said negotiators generally view that timetable as unrealistic.
(END) Dow Jones Newswires 06-26-130105ET


Read more: http://www.nasdaq.com/article/tpp-talks-li...0#ixzz2ZH78kb00
  Forum: By Share Code

rubra
Posted on: Jul 17 2013, 08:02 PM


Group: Member
Posts: 142

I got a call from a woman asking the same thing. She was obviously just a young call centre girl who doesn't know much and doing her best to earn a living so there was no point in tearing shreds off her for BLT's failings. But lets consider that today a general meeting was supposedly held in the offices of the auditors, not on-site at the big, busy and bustly Balmain garage shown to us in the video. This is a meeting nobody got a notice to attend yet it was announced the same day as the SPP. Now we are getting phone calls soliciting for more money in a failed company with directors and exec's who talk big and live high. The message is we don't want to know about you in the flesh because you don't matter but we want to mine you for all we can get.

Long termers will remember this situation is similar to the time when Dalling and the CSIRO gang first came on board and they tapped everyone for funds to prop up the company. They called everyone begging for money...and they never stopped.

The purpose for the funds then, was to keep the thing afloat and prevent the takeover by Merck. It was vulnerable to one then and it is vulnerable to one now. The difference is, this time all avenues and opportunities for resuscitation have been used and exhausted. Holders are tapped out, tired, fatigued and most of all sick of being put on only to see someone else queue jump with greater privileges, like free options resulting in more transfer of wealth to insider cronies.

Therefore, if a takeover bid came in this time the level of resistance to it would be minimal. Likelihood of success would be high. Currently, it may already have been taken over given the secrecy surrounding the new owners and these instos and sophs are in for the kill late in the game at 6c.

It is time for these people to put up what matters or get lost a'la ACL.
  Forum: By Share Code

rubra
Posted on: Jul 15 2013, 06:52 PM


Group: Member
Posts: 142

Wish Bridges would follow his own lead from ACL and step down. Don't expect that anytime soon though. The appointment of Drona as Chairman over there suggests there is still work to be done in stripping out shareholder value. Thats all been done at BLT. All thats left is the announcement of the takeover bid.

Guesses at what it will be?

Hoyland on HC reckons about 6c. Could be on the money there. For many it will be on the nose.

With ALNY putting on a billion dollars in the last few days. I would suggest it is a harbinger of a major transaction. But I don't expect BLT to benefit from it. I think the beneficiaries will have been decided at the TPP talks. Talks are due to open on those again today in Malaysia.

Hoping something comes from the Alzheimers conference.
  Forum: By Share Code

rubra
Posted on: Jul 15 2013, 10:12 AM


Group: Member
Posts: 142

lookout below

drongo is in charge

pennies for acl holders
more for the cronies
  Forum: By Share Code

rubra
Posted on: Jul 12 2013, 11:38 AM


Group: Member
Posts: 142

Will we be reading one of these about Ron Brierley and his gang in the not too distant future with the death of GPG given the pension exposure at Coats?

Such an ignoble end for a very successful life if it does.

European pensions are very different from NZ and AU pensions in that there is often some kind of government involvement in the payout. Problem is these days, EU governments don't have any cash they want to pay out to NZ held companies and their pensions. Bet they'll be trying to wriggle off the hook on this one using whatever fair or foul means possible.

Ian Robert Maxwell, MC (10 June 1923 – 5 November 1991) was a Czechoslovakian-born British media proprietor and Member of Parliament (MP). He rose from poverty to build an extensive publishing empire. His death revealed huge discrepancies in his companies' finances, including the Mirror Group pension fund, which Maxwell had fraudulently misappropriated.
-------------------------------------
He had a flamboyant lifestyle, living in Headington Hill Hall in Oxford from which he often flew in his helicopter, and sailing in his luxury yacht, the Lady Ghislaine. He was notably litigious and often embroiled in controversy, including about his support for Israel at the time of its War of Independence in 1948. In 1989 he had to sell successful businesses including Pergamon Press to cover some of his enormous debts, and in 1991 he was found dead, floating in the Atlantic Ocean having apparently fallen overboard from his yacht. He was given what amounted to a state funeral in Israel.
His death triggered the collapse of his publishing empire as banks called in loans. His sons briefly struggled to keep the business together, but failed as the news emerged that Maxwell had stolen hundreds of millions of pounds from his own companies' pension funds to save the companies from bankruptcy. The Maxwell companies applied for bankruptcy protection in 1992.
  Forum: By Share Code

rubra
Posted on: Jul 12 2013, 08:50 AM


Group: Member
Posts: 142

PURPOSE OF THE OFFER
The funds raised by the Rights Issue will provide the Company with funds to proceed with
further research and development of its existing projects, including progressing the Chronic
Cancer-Associated Pain Program and the Drug-Resistant Lung Cancer Program to Phase I/ II,
and progressing the Hepatitis B Program to completion of preclinical and toxicology studies.
Funds will also be applied to pursuing new business development opportunities in the
licensing and collaboration of the Company’s patent estate.
The Rights Issue will also provide the Company with funds required to terminate its funding
arrangement with La Jolla Cove Investors Inc, for other working capital requirements and to
pay the costs associated with the Rights Issue.

they must have those Phase I/II lined up by now, I know lajolla and costs were paid

and from Nov 2011
Benitec is exploring a range of options to partner or license the ddRNAi technology for HIV/AIDS applications.

but then
While the approach was deemed safe, and the altered genes persevered, they did not do so in large numbers. Patients didn’t exhibit therapeutic levels several months out. More stem cells needed to be genetically altered, investigators said.

sounds similar to this one
The CIRM reviewer summary said of Calimmune’s HIV work:
“The resources and investigators are outstanding and the team is superb"
“Another reviewer expressed the view that although the treatment will likely find a significant niche, the complexity, cost and potential toxicity of the approach will likely limit its use, even if successful.”

but at least we paid $1M for the hcv program that no one wanted and they couldnt sell anywhere else
how much was paid again?
  Forum: By Share Code

rubra
Posted on: Jul 11 2013, 10:35 AM


Group: Member
Posts: 142

Looks like PYC's Cambridge programme is grabbing some attention. AZ already partnered with PYC. Likelihood of this being PYC's technology is extremely high but so far PYC not saying a thing. If I were Old Man Dougie, I wouldn't be jeopardizing my pension either.

Note also the tie ups with Regulus, Isis and Moderna. All RNA companies. Nothing about PYC though. Nothing on Alchemia either. Leaves BLT out in the cold also. Might be they aren't enamoured with Drona and Bridges either.

http://www.bloomberg.com/news/2013-07-09/a...html?cmpid=yhoo

AstraZeneca Plc (AZN) is pursuing three research projects with the University of Cambridge and Cancer Research UK to try to identify changes in tumor cells and test combinations of its drugs to better treat some cancer patients.


The U.K.’s second-biggest drugmaker, which is relocating to Cambridge, England, from London, will work with Cancer Research UK Cambridge Institute and the University of Cambridge Department of Oncology on a new technology that measures tumor DNA circulating in the blood and can identify the presence of cancer in plasma. The test can detect whether cancer is progressing and treatment is working. Doctors now use biopsies or imaging to monitor progression of the disease and whether the patient is responding to treatment.

----------------------------------------

AstraZeneca has joined up with Bind Therapeutics, Moderna Therapeutics Inc., Regulus Therapeutics Inc. (RGLS) and Isis Pharmaceuticals Inc. (ISIS) It has also announced the purchases of Pearl Therapeutics Inc. and Omthera Pharmaceuticals Inc. (OMTH)
  Forum: By Share Code

rubra
Posted on: Jul 11 2013, 10:34 AM


Group: Member
Posts: 142

Calimmune starts trials for no gain to BLT but the worst thing is they have probably lost before they have even started. See below. But if we are to put a positive spin on it, we know the release was delayed pending survival of the patients. Therefore, we can say none of the patients died and if they had've or if any did, we know we will never know about it.

Got to wonder why BLT or Calimmune weren't presenting at the same meeting with so much great news to share.

And where is the licence fee now they are out of safe harbour provisions and going commercial? I guess if they want to holidays in the Med they just have to keep tapping shareholders for SPP's.

I hope someone goes to the meeting next week despite nobody having received their Notice of Meeting. I think there is a message in that... we don't want to know shareholders but we sure want their money.

http://www.bloomberg.com/news/2013-07-03/s...s-in-study.html
"Two cancer patients in Boston who were also infected with HIV have no trace of the virus after receiving stem-cell transplants, suggesting they may have been cured of the AIDS-causing infection.

The two patients, treated at Brigham and Women’s Hospital, stopped HIV treatment after the transplants, which in other patients has opened the door for the virus to come roaring back. In one patient there was no sign of the virus 15 weeks after stopping treatment, while the other has gone seven weeks without HIV rebounding, according to results presented today at the International AIDS Society’s meeting in Kuala Lumpur."

But the prognosis is not good despite the great news. Kind of like being told, you have been cured of HIV on one breath and diagnosed with terminal lung cancer on the next. Plus it rules out any MSB tie up people may've wished for.

http://www.aidsmap.com/page/2692244/

"Henrich dismissed any suggestion that a future approach to either a functional or sterilising cure might involve stem cell transplants.
“This is not a practical strategy that we can do for most people with HIV. Stem cell transplantation is dangerous. There can be up to 20% mortality associated with stem cell transfer in the first year after transplantation,” Dr Henrich told reporters."

Meanwhile, Regulus has filed a prospectus to place about 12.5% of the company. To whom is unknown but I would suspect it is Pfizer or their agents. I guess we will find out when they transact. If it is PFE, then the big news will be on Alzheimers. The organization for which has their conference next week.

Isis and ALNY going mental recently.

Antisense is where its at people.
  Forum: By Share Code

rubra
Posted on: Jun 20 2013, 08:20 AM


Group: Member
Posts: 142

The CIRM reviewer summary said of Calimmune’s HIV work:
“The resources and investigators are outstanding and the team is superb"
“Another reviewer expressed the view that although the treatment will likely find a significant niche, the complexity, cost and potential toxicity of the approach will likely limit its use, even if successful.”

Still, an even more complex approach has generated good news. That approach, offered in a small City of Hope clinical trial also targeting CCR5 in stem cells via lentiviral vector, was declared safe in 2010. Four patients with AIDS-related lymphoma were given stem cells genetically engineered in three ways to be resistant to HIV: by suppressing viral replication and function, and again, disabling CCR5 (if via a different method).4

While the approach was deemed safe, and the altered genes persevered, they did not do so in large numbers. Patients didn’t exhibit therapeutic levels several months out. More stem cells needed to be genetically altered, investigators said.

  Forum: By Share Code

rubra
Posted on: Apr 12 2013, 06:04 PM


Group: Member
Posts: 142

RNAiAnalyst
Sad, the last thing Benitec needed was another Director; it needed a lab instead. Writing on the wall.

rolleyes.gif
  Forum: By Share Code

rubra
Posted on: Apr 11 2013, 09:41 AM


Group: Member
Posts: 142

http://hivcurestudies.org/?slide=current-studies
wink.gif
  Forum: By Share Code

rubra
Posted on: Mar 6 2013, 12:56 PM


Group: Member
Posts: 142

delivering on the strategic direction...
weirdsmiley.gif unsure.gif
but will be shown a winner
king.gif
  Forum: By Share Code

rubra
Posted on: Mar 6 2013, 12:44 PM


Group: Member
Posts: 142

from the recent co update... graduated.gif

This process is continuing and we expect to secure additional partners covering different market regions, in particular the
key markets of North America and Europe. This will ensure that, once ATC development is complete,
marketing partners are already in place to expedite the launch and sale of the product.
  Forum: By Share Code

rubra
Posted on: Mar 6 2013, 07:53 AM


Group: Member
Posts: 142

get signing king.gif

http://www.hivhaven.com/2012-04-13-23-40-5...salvage-therapy

http://www.ipetitions.com/petition/atc-for-salvage-therapy/


February 23, 2013
To: The Honorable Alcee Hastings
2353 Rayburn House Office Building
United States House of Representatives
Washington, DC 20515

The Honorable Maxine Waters
2221 Rayburn House Office Building
Washington, DC 20515-0535


Dear Congressman Hastings and Congresswomen Waters,

We are writing to ask for your support in obtaining federal facilitation for the final Phase III HIV/AIDS clinical trial of apricitabine (ATC), a phase III nucleoside reverse transcriptase inhibitor (NRTI), that will inevitably lead to FDA-approval of ATC and provide NRTI-resistant HIV/AIDS patients, as well as patients suffering potentially life-threatening toxicities from currently available NRTIs, with a much needed salvage therapy treatment option.

...

The most promising NRTI in clinical development for treatment-experienced patients and closest to regulatory approval is ATC, which is in Phase III development by Avexa. ATC has been found to be effective in patients who are resistant to Truvada and have the most common, detrimental mutations causing NRTI and cross-resistance. ATC shows no resistance development or cross-resistance with other NRTIs, is very well tolerated, and can be used in combination with other currently available ARVs. It has a very good safety profile and shows no evidence of mitochondrial, bone marrow, pancreatic, kidney or liver toxicities.

In summary, we are asking for your support because the FDA has agreed to a final Phase IIII registrational trial of 300 patients with limited treatment options due to drug resistance and/or tolerability. Federal facilitation for the completion of the clinical development of ATC and the advancement of other new NRTIs in clinical development for drug resistant, treatment-experienced patients must be prioritized to maintain and further the successes in controlling the HIV/AIDS crisis.

...

Due to the extensive need for ATC in people with NRTI drug resistance, we ask that the National Institute of Health support and facilitate the FDA requested phase III clinical trial of ATC as salvage therapy for NRTI resistant HIV patients.


Gary Blick, MD, AAHIVS
President, World Health Clinicians, Inc.
Medical Director, CIRCLE CARE Center
618 West Avenue
Norwalk, CT 06850
T: 203-852-9525; F: 203-854-0371
Email: blickmd@whcccc.org
www.worldhealthclinicians.org

Jeannie Wraight
Editor-in-Chief
HIV Haven
347-758-8693
jeannie.wraight@yahoo.com
www.hivhaven.com
  Forum: By Share Code

rubra
Posted on: Mar 3 2013, 08:21 AM


Group: Member
Posts: 142

Directors buy $125k...

to get some more skin in the game...

quite some confidence...

US and EU marketing partners not far away

graduated.gif
  Forum: By Share Code

rubra
Posted on: Dec 21 2012, 04:41 PM


Group: Member
Posts: 142

patience plastic, its xmas

avx will deliver the us, eu and china agreements in good time
and a quick phiii

we have to dig a hole in the ground first tongue.gif
  Forum: By Share Code

rubra
Posted on: Nov 18 2012, 07:23 AM


Group: Member
Posts: 142

http://www.gmhc.org/files/editor/file/r_2012_r_Vol5No3.pdf
  Forum: By Share Code

rubra
Posted on: Nov 6 2012, 03:32 PM


Group: Member
Posts: 142

chill baz

this is not the only iron in the avx fire

a little loose change on the nose of a bolter named coal
lim does have some track record here

atc is the gem and will proceed as planned, entering the final straight
wink.gif
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rubra
Posted on: Oct 11 2012, 07:19 PM


Group: Member
Posts: 142

"$1.5M in stock would suddenly be worth @ $100M and up to 35% in royalties"

and why didnt Pfizer want it again?
they have been quite active doin deals

and just why would Tacere sell the kitchen sink for $1.5M in stock that was about to be diluted like cordial?
surely there were many partnering options for Tacere, they just want to be with BLT and hate cash
gatekeeper and keymaster

and why did sue leave to PGL?

at least bridges has a history of delivering big

roll out the chief business officer, with some famous quotes, we need capital
devilsmiley.gif
  Forum: By Share Code

rubra
Posted on: Oct 11 2012, 04:26 PM


Group: Member
Posts: 142

hmmm, $1.5M in stock? thats the best Tacere could do?
oh dear, i cant help think the result will be more capital raisings for BLT, and soon

but with todays announcement following the hypo-allergenic milk development I am intrigued by the example of scientific development for commercialization Plastic provided in his post before it was deleted. He referred to nuclear power, the splitting of the atom with regards to the relationship it has to "heavy" water. That is water carrying a hydrogen isotope with a mass greater than one.

I actually see a lot of similarities between differing isotopes of any particular element and what is happening in the RNAi space at the moment. Because just as an isotope differs from others in its element by the number of neutrons all the different RNAi references, while confusing and sound distinct from each other are all part of the same larger pie (element), yet differentiated from each other by the features of the oligonucleotide or the target area of the cell. This seperation of features is what all the patent wars have been about. If we assume that to be correct, then the case study of nuclear power provides guidance to those who aren't scientists but do know a bit of history and commerce.

For example, while heavy water makes nuclear power possible, without it you can't create nuclear power, whether you have split the atom or not. It is completely useless if you have not yet split the atom. But even after you have married the two, there are still many different processes, materials, systems and structures that need to be designed and created before you can put power out on to the grid to someones house and charge them for it according to their meter usage. ie. put product in to market.

So there first has to be a primary discovery before there can be secondary, tertiary and other discoveries made. Only then can you can meet a commercial need. In the case of BLT that is curing a disease in man.

So after following this thread for a long time, and watching recent developments, especially the hypo-allergenic milk one, and not the least being Monsanto and ALNY going to ISIS to get their FTO, I am unconvinced BLT is what a lot of people think it is. I believe it is a differentiated heavy water company. Or a secondary down-stream discovery from the primary discovery of miRNA signalling which at this point of time, with information available leads me to conclude belongs to ssRNAi, ISIS and Regulus.

The paper on Daisy the cow, indicates as much. The tool they used from Invitrogen was all about using ssRNAi and antisense to effect a double stranded hairpin reaction within the cell. What Pannobhaso tried to ridicule Plastic on is an enhancement only. That is something that makes something better than it already is. Maybe Pannobhaso would care to explain that one since he was so sure the stem and internal loop structures belonged to BLT and without these structures, the whole thing wouldn't work.

Whether it enhances or facilitates the gene silencing is moot. The point is, it is not the primary discovery. Rendering it useless by itself. Just as the case with nuclear power and heavy water. Which will explain why Mark Kay's mice died of toxicity issues and the un-documented non-human primates mentioned on InvestorVillage are just as dead.

This may well be the reason why BLT have been able to buy back Tacere. In the end, with or without the might of PFE, they ended up with something that just didn't work. They needed their FTO with ssRNAi and maybe ISIS wouldn't let them have one. That sure would explain why PFE stalled on the money front.

But the good news is, as Plastic says, if BLT were to takeover ALNY either directly or through RXi, they would end up with the Regulus stake belonging to ALNY and then we would have a marriage made in heaven with critical IP holders coming together to effect gene silencing and starting the beginning of the end to commercialization of the scientific discovery that is miRNA signalling and to getting product in market. Whether that product is food, fuel, textiles or drugs.

Further, if we consider BLT as a Tier Two company in the RNAi space, then it also carries a B-grade status due to the ursury and prior art claims put on it by CSIRO.

Thus the bad news is, there is no guarantee a BLT shareholder will do well considering the history and directors of this company.

So it pays to beware of false prophets and their shibboleths.

Currently I am trying to buy Regulus. It is said, had an investor put $1000 in to Microsoft at the time of its IPO, in ten years time that person would've been a millionaire. I beleive the same will happen with Regulus.

Pannobhaso, you are clearly a clever man with your science background. I would like you to rise to the challenge and venture on to the InvestorVillage ISIS thread with Plastic and make your claims there about BLT and ddRNAi. There are many scientists and academics there with whom you could have a more rigorous debate on the merits of your claims.


graduated.gif
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rubra
Posted on: Oct 2 2012, 07:58 AM


Group: Member
Posts: 142

http://perspectivesinmedicine.org/content/2/10/a007179.full
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rubra
Posted on: Sep 25 2012, 06:38 PM


Group: Member
Posts: 142

p
franck lost a lot of money and credibility, so went mowing lawns devilsmiley.gif
maybe he was in the everybody v bellp court hearing today...

rick will become a billionaire when, not if, pgl deliver graduated.gif
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rubra
Posted on: Sep 12 2012, 04:12 PM


Group: Member
Posts: 142

longer term u might be right P

but there is room for plenty of asx upside first

jobs act, dont forget, this is hiv, and the Americans have already been spending billions
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rubra
Posted on: Sep 11 2012, 05:57 PM


Group: Member
Posts: 142

baz
even after the 25% increase today, the avx market cap is still below their cash and investments...

so that leaves a lot of upside for the $100-400M ATC, the integrase program that has already had bigP interest and the partnered anti-bac...

average down that substantial holding and go hard

thats what i think king.gif
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rubra
Posted on: Sep 11 2012, 02:33 PM


Group: Member
Posts: 142

neither P

these guys are going alone to keep it all themselves

a generic marketing partner and 2 week trial to royalty riches
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rubra
Posted on: Sep 11 2012, 01:29 PM


Group: Member
Posts: 142

as I mentioned P, the deal has been done for some time...

it just might be time to announce it... monday morning next week i reckon

plenty of time to load up b4

go hard plastic
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rubra
Posted on: Jul 5 2012, 04:06 PM


Group: Member
Posts: 142

$400M in sales after a 2 wk trial
keeping much more royalty to themselves

the deal has been done for some time now
and a trick up the sleave
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rubra
Posted on: May 3 2012, 09:09 AM


Group: Member
Posts: 142

otr
if u look in the avx qtrly, they also just spent $750k on a new 'equity investment'...

so i dont think they are necessarily bringing in all investments
a quick check back thru the qtrlys shows quite a few 'equity investments'

AVX made the initial big investment in AHZ at 1.5c for 96M shares, and then participated in the capital raise, phaps they are just returning to original levels???
and selling at 2.8 after buying in at 1.5 aint too bad
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rubra
Posted on: Apr 27 2012, 07:20 PM


Group: Member
Posts: 142

patience baz
the market is often wrong

hypocrite.gif
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rubra
Posted on: Apr 27 2012, 11:10 AM


Group: Member
Posts: 142

did u miss this one P

"ATC highly likely to cannibalise big pharma’s existing and future pipelines"

graduated.gif
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rubra
Posted on: Apr 27 2012, 11:05 AM


Group: Member
Posts: 142

did u want the big buyout plastic?

a comarketing partner with upfronts, milestones and bigger royalties from
$400M in sales sounds good to me
smile.gif
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rubra
Posted on: Apr 20 2012, 08:43 AM


Group: Member
Posts: 142

nah, i'm expecting a keiretsu of big pharma to come down from on high and swallow up atc/avx in one gulp

any day now

graduated.gif
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rubra
Posted on: Mar 22 2012, 02:07 PM


Group: Member
Posts: 142

we remain convinced that the potential sales for ATC are likely to be substantial
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rubra
Posted on: Mar 15 2012, 06:00 AM


Group: Member
Posts: 142

otr
all looks good to me
3c raise from sophs and 1:5 rights issue for $6M

raise some dollars to pick up the Coridon holding

and get celxcel to market v soon

smile.gif
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rubra
Posted on: Mar 12 2012, 07:53 AM


Group: Member
Posts: 142

http://www.genomeweb.com/rnai/calimmune-ai...l-hiv-drug-2012
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rubra
Posted on: Feb 16 2012, 08:49 AM


Group: Member
Posts: 142

company told me no capital raise just over a week ago
smile.gif
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rubra
Posted on: Feb 12 2012, 07:49 AM


Group: Member
Posts: 142

crusher was stuck on the docks for some time...
no capital raise...cash under control, just

cant justify the delays, but...
first pour imminent
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rubra
Posted on: Jan 11 2012, 09:49 AM


Group: Member
Posts: 142

About Sangamo's HIV Pipeline of Programs
>As part of a collaboration with scientists at City of Hope and the University of Southern California, under a $14.5 million CIRM Disease Team Research Award, Sangamo is also developing an approach to modify a patient's own HSCs to circumvent the need to find matched donors that carry the delta-32 CCR5 mutation while providing a renewable and long-lasting source of HIV-resistant cells. Specifically, the grant funds the development up to submission of a an Investigational New Drug (IND) Application of a ZFN approach to treat AIDS patients by first isolating their HSC, modifying them using CCR5-specific ZFNs, and then re-infusing them to reconstitute the immune system with CCR5-negative, HIV-resistant immune cells.
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rubra
Posted on: Oct 17 2011, 06:21 AM


Group: Member
Posts: 142

Allied and Coridon have a game-changing drug in the pipeline, said Lee Rodne...

for Herpes... and glandular fever coming

see poster on website
http://www.coridon.com/files/Poster_for_5t...ess_Seattle.pdf

100% effective at 500 times the maximum tolerated dose? = a good vaccine...

strong cd4 and cd8 resposes? = an effective therapeutic...

strong antibody and cellular responses from the platform = $...
wink.gif
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rubra
Posted on: Sep 16 2011, 07:45 AM


Group: Member
Posts: 142

http://californiastemcellreport.blogspot.c...20-million.html
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rubra
Posted on: Aug 5 2011, 10:57 AM


Group: Member
Posts: 142

http://www.aidsbeacon.com/news/2011/08/04/...-aids-ias-2011/
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rubra
Posted on: Jul 19 2011, 04:46 PM


Group: Member
Posts: 142

http://www.theaustralian.com.au/business/c...3-1226095580563


Forrest-backed Allied aiming for drug lead


Allied Healthcare Group's Lee Rodne says the company has a game-changing drug in the pipeline.

IN the risky, costly business of drug development, it's hard to find a bigger foot in the door than that of Allied Healthcare.

Not only is Andrew "Twiggy" Forrest the group's largest shareholder, but its "game-changing" drug is being honed by Gardasil developer Ian Frazer.

"We feel very strongly that we have something special," says managing director Lee Rodne, on a visit to brokers and investors in Sydney.

Allied emerged last month after Forrest's privately held Allied Medical made a reverse takeover of BioMD to gain a listing for access to funding.

Forrest has been diluted to about 16 per cent from the 46 per cent he held in 2005, when Rodne packed his bags and moved from icy Minnesota to sunny Perth to lead Fortescue's private push into healthcare.

Other major holders include the Clough family, biotech Avexa and Rodne.

Inaugural Fortescue chief financial officer Christopher Catlow and founding director Graeme Rowley, chairman and non-executive director of Allied respectively, also have skin in the game.

With Allied's market value at just $45 million, the presence of the Fortescue crew provides the contacts and experience acquired in building an iron ore tiddler into Australia's third biggest player in the field, worth $20 billion, Rodne says.

"We wouldn't be here today without Andrew's backing and support, so we're very excited to have a guy like Andrew as a major shareholder."

Forrest is stepping down as chief of Fortescue to focus on philanthropic pursuits.

"Andrew has always made it clear to me that he's passionate about what we're doing," Rodne says.

Allied distributes medical devices and equipment to more than 800 hospitals, with revenue this year rising 65 per cent to $7m. Its cashflow has gone into early testing of Frazer's "supercharged", or DNA, vaccines being developed by his company, Coridon, of which Allied has the right to take 51 per cent.

Allied's first product from BioMD's regenerative tissue technology, CardioCel, is to come to market next year, but Coridon could be a "game changer" as the DNA vaccine market grows to $2bn by 2014.

Frazer and his team are developing a unique patented DNA optimisation technology intended to prevent and treat viruses that can lead to cancer, with a herpes vaccine a key focus.

A number of groups are working on a vaccine for herpes, one of the most common and uncurable sexually transmitted viruses and a contributor to cervical cancer, but Rodne has understandable faith in Frazer. Gardasil, given to girls to prevent HPV-induced cervical cancer, is the first cancer prevention vaccine, and has earned him the Australian of the Year award.

"We think it's his next breakthrough and Ian feels very strongly about this being his next potential product on the marketplace," Rodne says.
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rubra
Posted on: Jun 14 2011, 06:29 PM


Group: Member
Posts: 142

so why are the Directors buying...

the last hiv drug licensed to a partner was Festinavir to BMS in Dec 2010...
Festinavir is a very similar and complimentary drug to ATC

interesting time frame for licensing Festinavir by BMS, note the dates below...
new data announced 13 Sept, that presumably forms the basis for a deal...
deal announced 20 Dec 2010
I make that about 3 months!

AVX announces FDA outcome 28 March
and partners about 3 months later...
June-July 2011

Festinavir, a risky early stage drug with saftey concerns = $300M
ATC a safe as houses, short and cheap to market drug with an additional $100M spent on it = $500M
share price = ?, dare I say 'priceless'

graduated.gif

New NRTI Festinavir Exhibits Good Anti-HIV Activity and Safety in Phase 1b/2a Study
13th of September 2010

Bristol-Myers Squibb, Oncolys complete license agreement for festinavir
20th of December 2010
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rubra
Posted on: Apr 15 2011, 10:12 AM


Group: Member
Posts: 142

another $25k of Director's hard-earned on the line wink.gif

next stop, partner, and "An immediate Phase III with near term approval potential" lmaosmiley.gif
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rubra
Posted on: Apr 5 2011, 09:38 AM


Group: Member
Posts: 142

more crispy-coated skin in the game from the Chairman-in-waiting, with those 12 secret herbs and spices...

now why would a Director be stumping up more hard earned

with a risky go-nogo decision coming up about partnering?

i reckon he's got some confidence
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rubra
Posted on: Mar 29 2011, 09:33 PM


Group: Member
Posts: 142

When asked by BTN whether Avexa would return to clinical investigation of ATC after that meeting, Coates indicated the company would only return to the program with a partner.

“We will not undertake clinical trials on our own after FDA,” he said.

“Even after we have gained a good go-decision from them, that what we have put to them shows that ATC could be clinically trialled in a different way.

“We would only do that if we can obtain a suitable and appropriate partner.”

http://www.biotechnologynews.net/storyview...highlight=avexa


king.gif

have u seen the new double burger
http://www.news.com.au/national/kfcs-1939k...r-1226029730181

weirdsmiley.gif
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rubra
Posted on: Mar 28 2011, 01:36 PM


Group: Member
Posts: 142

its possible, p

$350M, or a share price of more than 40 c...

seems a little cheap to me...

dont forget ATC*Milestone*Royalties + Integrase I + Integrase II + Valevia $65M + Allied + Coridon = a nice meal

this is not KFC ;-)
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rubra
Posted on: Mar 28 2011, 09:58 AM


Group: Member
Posts: 142

nice rise for appetiser this morning

what will the entree of a partner with a $500M deal do to the share price ohmy.gif
and when will the main meal of ATC royalties be served

conditions precedent have been delivered by the new AVX board
and with several strings to the bow, all capable of delivering a meal

that smell is getting stronger ph34r.gif
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rubra
Posted on: Mar 18 2011, 01:51 PM


Group: Member
Posts: 142

AIDS ACTIVISTS summarise the very short trial to get HIV drugs to market,
and describe ATC as 'a valuable treatment addition'


http://www.aidsmeds.com/articles/hiv_fda_l...667_19939.shtml


http://www.thepetitionsite.com/1/community...trial-proposal/


We are writing to express our strong support for the FDA's new two-part hybrid proposal for HIV trial design for treatment-experienced patients.

Initially, short term durability would be assessed from one to two weeks on a case by case basis, depending on the resistance profile of each drug.

This would be followed by a 24 week assessment period with an optimized background regimen where dose responses, safety, longer-term durability and resistance would be evaluated.

smile.gif
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rubra
Posted on: Mar 17 2011, 10:19 AM


Group: Member
Posts: 142

LOOK OUT TEO HOLDERS

I see Lawrence B Gozlan is a Director of TEO thumbdown.gif

LOOK OUT ALL TEO SHAREHOLDERS
SELL NOW

check the damage done by the smirking Gozlan and his M&A cowboys DRONA and co in the past

they DO NOT look after Shareholders

SEND A MESSAGE TO YOUR BOARD and be careful or
SELL YOUR TEO NOW puke.gif
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rubra
Posted on: Mar 2 2011, 06:32 AM


Group: Member
Posts: 142

CROI 2011
http://www.aidsmap.com/page/1681138/
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rubra
Posted on: Feb 28 2011, 06:39 PM


Group: Member
Posts: 142

DNA Vaccine Developer Coridon Appoints CEO, Board Members
February 24, 2011
Brisbane, Australia, 24 Feb 2011: DNA vaccine development company Coridon Pty Ltd. today announced that it has appointed Neil Finlayson as Chief Executive Officer and appointed two new Board members.
...
Former Avexa CEO Dr. Julian Chick and Allied Medical CEO Lee Rodne have also been appointed to Coridon’s Board.

ohmy.gif

i knew i could taste it somewhere...
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rubra
Posted on: Feb 15 2011, 10:44 AM


Group: Member
Posts: 142

Brilliant investment by the AVX Board...

on 11.11.10 the Avexa board invested $1.5M in Allied Medical and the Coridon vaccine work of Prof Frazer...

and in return received 24% of Allied shares...

this morning, BioMD (BOD) and Allied have agreed to merge/reverse take over

with BioMD issuing Allied 430M shares @ 6c...

24% of 430M shares is about 100M shares that AVX now owns in the merged entity

100M shares @ 6c is $6M

AVXs investment in Allied has increased from $1.5M to $6M on paper in 3 months...!!!

Further, just before the trading halt, the BOD share prices was moving north fast and closed at 9c...

Where will they reopen, and trade when the merger is done, and what will AVXs investment be worth then, and when the upandcoming Allied and BOD businesses continue to move forward

All in all, the AVEXA BOARD should be give a massive pat on the back for a very good investment at what was a difficult time for the company...

Compare this M&A experience with Drongos...

At the current BOD sp, this investment alone is worth 1 c to the AVX sp...

BRING ON THE FDA MEETING and ATC at market... smile.gif
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rubra
Posted on: Feb 4 2011, 10:19 AM


Group: Member
Posts: 142

phaps u should check the up front on that
the source is good
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rubra
Posted on: Feb 4 2011, 10:01 AM


Group: Member
Posts: 142

not sure how this fits in the jigsaw
and sorry to put a downer on it...

but i am aware that Oncolys are recently essentially bust
  Forum: By Share Code

rubra
Posted on: Jan 12 2011, 09:33 AM


Group: Member
Posts: 142

P
fda interaction had an immediate impact on cxs sp...

also the avx situation is a little different/unusual

with the fda finally proposing a much cheaper easier way forward for treatment experienced hiv drugs
no more 2 Phiii x 900 pts...

and with AVX at 4c and mc little more than cash
and nrti partners transacting ($300M for early stage) before xmas and hovering around AVX/ATC to see what the FDA come up with

i think u might be surprised

what do u think the AVX sp would jump to with a good FDA outcome and $4-500M partner with $50-100M upfront...
  Forum: By Share Code

rubra
Posted on: Jan 12 2011, 08:08 AM


Group: Member
Posts: 142

so a meeting with the FDA to "show that ATC could be clinically trialled in a different way"

"a new clinical development paradigm"

We are progressing to FDA with ATC and that will help us position and partner

and the FDA proposing a much shorter path to market for hiv drugs in treatment experienced...
www.hivforum.org/storage/hivforum/documents/2010ClinicalTrials/3_2_murray_salvage studies 3.pdf

and

the meeting with the FDA is "scheduled to take place in the first quarter of calendar 2011"

so...

when is the meeting?
when will we be informed of outcomes?
will ATC get expanded access/orphan approval?
what will be needed to get ATC to market?
who will partner and for how much?
  Forum: By Share Code

rubra
Posted on: Dec 27 2010, 08:13 AM


Group: Member
Posts: 142

CC
what results...lol... as Festinavir hardly has any yet...
just in healthy volunteers and a ph1b in 24 experienced pts

the big question for Festinavir will be its safety
In the ph1b 10 day monotherapy, pts experienced 99 adverse avents (only 24 pts on Festinavir)!!!
14 of those adverse events were moderate to severe (versus 1 in placebo)...

compare that to ATC where all trials (hundreds of pts for 24-48 wks) have seen no difference to placebo in adverse events
and virtually NO moderate to severe events...

Efficacy results for Festinavir were not as large viral load drops as ATC, but that was in experienced pts, while ATC 10 day trial was in naives

Festinavir can be dosed once a day, where ATC is twice a day (like the blockbuster isentress) and havent run a bigger once a day trial yet...

Festinavir does have a good looking resistance profile that looks complimentary to ATC
and they will be able to be dosed together, sooo...

once the ATC FDA meeting is over early in the new year, with a clear and short path to market for ATC
look out for BMS to pick up ATC too, and get a two nrti fixed dose combo...

as I mentioned this deal validates big pharma interest again in nrti, now there is likely to be a clear and cheap path to market for drugs treating resistance, and the newer hiv drugs arent proving as robust as hoped for...
  Forum: By Share Code

rubra
Posted on: Dec 24 2010, 08:59 AM


Group: Member
Posts: 142

S
deal provides validation of the need and market, 300M reasons...

Festinavir and ATC have quite a complimentary resistance profile
and would dose very well together...
along with atazanavir and others in the BMS stable

BMS may come knocking when the FDA confirm the short path to market for ATC
early 2011...

ATC about $150M ahead of Festinavir in development
you do the sums

smile.gif
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rubra
Posted on: Dec 24 2010, 07:36 AM


Group: Member
Posts: 142

BMS snaps up early stage NRTI for $286M
BMS quote benefit of Festinavir is safety...
Festinavir results not a patch on ATC...!


Bristol-Myers buys rights to potential HIV drug
Dec 21, 2010 2:23 AM ET
By The Associated Press

NEW YORK (AP) ? Bristol-Myers Squibb has reached an agreement that could be worth up to $286 million to buy exclusive worldwide rights to develop, make and sell a potential HIV treatment in mid-stage testing by Oncolys BioPharma Inc.

Oncolys, a privately held Japanese company, will receive upfront, development, regulatory and sales milestone payments, Bristol said Monday. It also could receive royalties on worldwide product sales.

The drug, festinavir, is a next-generation nucleoside reverse transcriptase inhibitor. The companies said early studies show festinavir may be safer than previous generations of drugs.

http://www.businesswire.com/news/bms/20101...lobal-Licensing
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rubra
Posted on: Dec 20 2010, 08:51 AM


Group: Member
Posts: 142

i think the aids lobby want to see results... and i see blt have a us based arm...

do you not think blt-coh could benefit from an appropriation coming from this res...?

ohmy.gif
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rubra
Posted on: Dec 20 2010, 07:43 AM


Group: Member
Posts: 142

not forgotten by everyone... congress knows who u r
http://thomas.loc.gov/cgi-bin/query/z?c111:H.RES.1179:

which small business is doing the lentiviral-based gene therapy with hiv?
do they have a us-based arm?

wacko.gif
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rubra
Posted on: Dec 16 2010, 09:43 AM


Group: Member
Posts: 142

Boys
I undertsand where blt and others is up to in hiv, but phaps this puts it in some perspective

http://www.phrma.org/sites/phrma.org/files/AIDS_2010_0.pdf

no mention in 'medicines in devt for hiv'...?

weirdsmiley.gif
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rubra
Posted on: Dec 3 2010, 01:07 PM


Group: Member
Posts: 142

why indeed?

from the same RBS life science analysts...

Late stage opportunity
Price Target
A$0.73

whats changed?

thumbdown.gif

watch them be made look silly, again...!
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rubra
Posted on: Nov 3 2010, 09:03 AM


Group: Member
Posts: 142

Santina
I know ur taste in meat...

have you seen the participants at this recent HIV meeting where the Head of the FDA CDER Infectious Diseases unit announced a 'proposed' new/quicker path to market for HIV drugs.

ATC already has all of the requirements for approval for heavily treatment experienced and treatment experienced pts...

http://www.hivforum.org/index.php?option=c...9&Itemid=65

and check whats on the menu here...

http://www.hivforum.org/storage/hivforum/d...r%20website.pdf

king.gif
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rubra
Posted on: Oct 19 2010, 08:31 PM


Group: Member
Posts: 142

a new significant holder... smile.gif
and a depressed price due to the last one, and their friends puke.gif

more to come ph34r.gif
tastes like chicken... lmaosmiley.gif
  Forum: By Share Code

rubra
Posted on: Sep 6 2010, 08:14 AM


Group: Member
Posts: 142

combine artys prt sc with an alt and fn
and u get a grab of the active window...
  Forum: Off Topic Chat

rubra
Posted on: Jul 8 2010, 08:21 AM


Group: Member
Posts: 142

BRING BACK THE CHICK!!! tongue.gif
  Forum: By Share Code

rubra
Posted on: Jul 6 2010, 04:55 PM


Group: Member
Posts: 142

well done avx holders

M&A cowboys sent packing and GO AWAY

Show us a path for ATC to the FDA, partner and market...!!!

BRING IT ON!
  Forum: By Share Code

rubra
Posted on: Jun 23 2010, 04:32 PM


Group: Member
Posts: 142

"Whereas I totally agree with the removal of Mr Drona"

but you wont vote for his removal???

"I certainly am not sure about the abilities of the two directors"

despite their detailed bios and the letter describing the proposed way forward???
  Forum: By Share Code

rubra
Posted on: Jun 22 2010, 07:03 AM


Group: Member
Posts: 142

I just received the Notice from the EGM Shareholders.

An EXCELLENT SUMMARY of what went wrong and of a better way forward for Avexa and its shareholders.

RESTORE VALUE FOR AVX SHAREHOLDERS

to quote... "We strongly believe the decision to close ATC was premature and the reasons given by MR DRONA for its termination to be highly unsatisfactory"

A better way forward...(but why wouldnt this have been done already...

1. Present to the FDA the most recent ATC data and agree with them on a path to market. This is a relatively inexpensive process (so why hasnt it been done MR DRONA)

2. Re-engage partnering discussions with a clear path to market agreed with regulatory agencies

3. Establish an experienced managment team...

4. Provide clearer communication to shareholders...

WHAT YOU CAN DO NOW...

VOTE FOR ALL RESOLUTIONS!
  Forum: By Share Code

rubra
Posted on: Jun 22 2010, 07:02 AM


Group: Member
Posts: 142

AIDS activists ask AVEXA not to leave patients behind
June 17, 2010

Dr. Susan Cox
Former Senior Vice President, Drug Development at Avexa

Cc: Nathan Drona, Chairman of the Board at Avexa
Stephen Kerr, Board Secretary

We, the undersigned, are asking the decision makers at Avexa to reconsider the decision to stop the development of apricitabine, a nucleoside analog that has shown good efficacy in patients with the most common nucleoside mutation, M184V. Physicians and a growing number of patients with limited treatment options have been counting on the approval of this drug to enable the construction of effective regimens. Apricitabine can mean the tipping point between success and failure of a salvage regimen ? between life and death.

It is well known that the management of multidrug resistant HIV has improved dramatically with the recent approval of a number of highly effective antiretroviral drugs, including raltegravir, maraviroc, darunavir, and etravirine. Despite the impressive effectiveness of these drugs in clinical trials, a growing subset of patients continues to exhibit virologic failure in clinical practice ? even when adherence is good. Most of these treatment failures likely occur because of an inability to construct a regimen containing two to three fully effective agents for individuals with extensive prior exposure to antiretroviral drugs. Some of these patients acquired drug resistance while participating in clinical trials. Failure rates in recent phase III studies such as DUET (etravirine and darunavir), MOTIVATE (maraviroc), and BENCHMRK (raltegravir) were in the 27-40% range. Many of the patients who experienced virologic failure while participating in these studies were subsequently unable to construct suppressive regimens.

The prevalence of multidrug failure in clinical practice is not well documented, however there are signs that the number of patients in need of new options is growing. Deeks and colleagues at UCSF/SFGH have an ongoing observational cohort of patients who have developed drug resistant HIV (the SCOPE cohort). Most of these patients have been able to construct a fully suppressive regimen and are currently doing well. However, of the original 300 patients, approximately 40 now have evidence of having failed all six therapeutic drug classes. These 40 patients have a GSS of either zero or one, and have no clear options for suppressing HIV replication. Many have advanced disease (CD4 < 100) and hence may not be able to wait for the development and approval of multiple new options.

A 2009 survey of 94 responding HIV clinicians in the United States found approximately 250 patients unable to construct a viable regimen due to resistance. In contrast to a common assessment heard in 2009, several key clinicians now recognize that the latest generation of drugs has not proven as durable as they had hoped, and that resistance is slowly reemerging as a problem for some patients. Although the number of multidrug resistant patients with no treatment options may be relatively small, there is concern that this may be the tip of the iceberg and that the industry will not be prepared to meet the need for newer drugs with unique resistance profiles.

The options for constructing a three-active agent regimen for this growing population during the next four years appears to be few, which means that the chances for survival for those with lower CD4 cells counts are diminishing. Consequently, an early expanded access program that makes available current investigational agents that have progressed beyond phase II could help improve the outlook for survival for these patients in need. But the drugs must remain in development.

Other small companies developing new HIV drugs, such as TaiMed and Myriad have faced the same difficulties in finding partners that Avexa has. Of these companies? drugs, though, apricitabine stands out as a member of a well-understood class, the one nearest to approval, and as an agent addressing one of the most common forms of drug resistance among all people with HIV (including those still na?ve to treatment). For the salvage population, convenience in dosing is not the issue: activity is! In our recent meeting with the major HIV drug makers we have been raising awareness about the growing unmet need for new salvage options, and as they hear this message from community and clinicians, they have begun to pay attention. Researchers and statisticians are also working on creative ways to conduct registrational clinical trials in an environment when there are many effective options and a relatively small subject pool (the Forum for Collaborative HIV Research is holding a workshop on this issue in October 2010). Finally, the FDA has said it recognizes the need for new salvage therapies and appears willing to work with companies to bring new products to market in this difficult environment. The tide is turning; this is not the time to abandon apricitabine.

We the undersigned believe that apricitabine is a potentially important drug, and one of the few products currently in the pipeline that could help patients with multidrug resistance tip the balance in favor of viral suppression, health, and, for many, life itself. We ask that Avexa reconsider its decision not only based on potential sales but also on the survival of patients at risk.

Sincerely,
The Members of the AIDS Treatment Activists Coalition- New York, New York
The Members of the European AIDS Treatment Group- Brussels, Belgium

http://www.survivinghiv.blogspot.com/
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