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BLT, BENITEC BIOPHARMA LIMITED
plastic
post Posted: Jan 25 2021, 11:31 AM
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Australia Day tomorrow. Today may as well be a public holiday as well. All I can say is, apart from poor old Herman, BLT has never done a single thing in its life to make Australia proud of its science. However, it is worth noting, the pox that is Sabby have vacated the register and Lichtenstein based Alpha are now on it. Make of that what you will.



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What did Uncle Mel do to us?
 
plastic
post Posted: Jan 18 2021, 08:18 AM
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When Trump first took office he took a trip to Asia for different reasons. On the way back, he stopped at the ASEAN conference in the Philippines without any reason to be in attendance. Qanon stated it was for God and country. He met with Jacinda and Winston who afterwards, gave a press conference stating, while grinning like Cheshires, that they were going to change capitalism.

Well, so far, nothing much has happened.

He's got just three days left to change capitalism if he's gonna do it. Good luck is all I can say.




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What did Uncle Mel do to us?
 
plastic
post Posted: Jan 11 2021, 08:33 AM
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The greatest biotech conflab of them all is to be held this week and it looks as though BLT has got nothing to say for themselves.
https://ir.benitec.com/news-events/press-releases
ddRNAi is dead it would seem.




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What did Uncle Mel do to us?
 
plastic
post Posted: Jan 8 2021, 12:06 PM
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With the advent of all these vaccines and more to come there still has been no licencing deal announced with IP owners. I am not referring to just Moderna or Pfizer. There is the Russian one, the Chinese one and the Oxford and Astra Zeneca one with more to come. I don't buy the argument they are all proprietary. I am sure some aspect of each one is inlicenced from somewhere.
I have not seen any statement from JP Morgan on valuations for these companies being readjusted due to vaccine revenues. I am now wondering if they have held back on something and are going to release details of some transaction around the IP in time for their conference next week. It leaves just a few days.




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What did Uncle Mel do to us?
 
plastic
post Posted: Jan 8 2021, 09:21 AM
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QUOTE
CAMBRIDGE, Mass.--(BUSINESS WIRE)--Jan. 4, 2021-- Moderna, Inc. (Nasdaq: MRNA), a biotechnology company pioneering messenger RNA (mRNA) therapeutics and vaccines, today announced that CEO Stéphane Bancel will present an update on the Company and its pipeline of mRNA development programs at this year’s 39th annual J.P. Morgan Healthcare Conference.

Mr. Bancel’s presentation will take place virtually on Monday, January 11th, 2021 at 4:30 p.m. ET. A live webcast will be available under “Events and Presentations” in the Investors section of the Moderna website at investors.modernatx.com. A replay of the webcast will be archived on Moderna’s website for 90 days following the presentation.




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What did Uncle Mel do to us?
 
plastic
post Posted: Jan 7 2021, 08:33 AM
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Dirk pumping up NVAX because they are the opening show at the JPM conference next week. He neglects to mention there is more than one room for companies to present at, especially since its a virtual conference, and ALNY is holding their presentation at exactly the same time. First slot on Monday morning.
The strange thing for me though, is ALNY hasn't had anything to do with covid. Not said a thing about it, but the vaccine is a sirna based drug and ALNY are supposed to be the leaders in this field.
Don't know if BNTC is presenting or not.

QUOTE
Dirk Haussecker@RNAiAnalyst·7h$NVAX is pretty much kicking off THE JP Morgan Healthcare conference. Not some random slot when delegates have tuned away....




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What did Uncle Mel do to us?
 


plastic
post Posted: Jan 6 2021, 11:34 AM
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If there should be something coming during JPMorgan's conference, then you can put anything Citigroup related on a death watch. And it couldn't happen to a nicer bunch of assholes.





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What did Uncle Mel do to us?
 
plastic
post Posted: Jan 5 2021, 09:10 PM
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Something usually happens in time for this so the parties involved can have the biotech world's eyes and ears on the matter.
ALNY to give a presentation first thing Monday AM.

https://www.bio.org/events/bio-partnering-jpm/registration

QUOTE
J.P. Morgan 39th Annual Healthcare Conference (#JPM2021) will begin onMonday, 11 Januaryand ends onThursday, 14 January





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What did Uncle Mel do to us?
 
plastic
post Posted: Jan 3 2021, 12:57 PM
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An incredibly fascinating and interesting interview. This woman is one of the most successful investment managers around. Here, she interviews with an Australian journo and talks about things that are happening in Australia in the banking sector. Seldom do I believe these types of things are nothing more than puff pieces serving some form of marketing or ego massage. In this case, I don't doubt it may be part of a marketing campaign but no way is it an ego massage.

She talks about the five emerging technology platforms being overlaid into each other and the dynamics and scale of the change they can make.

I'm not sure it is anything new to a BLT follower but when she is talking about multi trillion dollar market caps, high growth and existing post IPO opportunities then for my money that brings BLT into sharp focus.

If the different platforms are intertwined with each other and other industries and banks are going to be disrupted, then it paves the way for a technology led keiretsu business model as I have advocated all along. Wouldn't be surprised if all the Au. biotechs got bought out by a single party like ALNY.

https://www.youtube.com/watch?v=m4_AAmLpwR8&t=40s



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What did Uncle Mel do to us?
 
plastic
post Posted: Dec 31 2020, 06:13 PM
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Let's not forget that the big spike in BLT all those years ago now was in the first trading week of a new year. Possibly the first trading day. In the US at least. Fingers crossed something similar happens next week because so far, biotech is just plain dire.



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What did Uncle Mel do to us?
 
 


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