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IMC, IMMURON LIMITED
triage
post Posted: Jan 9 2008, 03:47 PM
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In reply to: Pessimist on Wednesday 09/01/08 10:44am

It is truth in advertising with you, Pessimist - today's announcement caught my attention and I am happy to see that you have an Anadis thread purring along (a bit like ExpatMike does with Starpharma). You are not alone smile.gif

I am a thirty second expert on ANX (so please correct any errors in thinking) but I am impressed so far: another member of the Melbourne biotech cluster (go Michael Porter); continued connection with university research centres; focus on flu and gut problems; topical application of product allows shortening of proving up period; BIIIGG goal- to become the global biotech leader in polyclonal antibody based solutions (within 5 years to boot); a stock price that appears to have chroncially tanked; resulting in a change in management whilst keeping the engine (R&D and operations) = it all looks good as a turnaround story to me.

It seems to me that their competitive advantage is the use of cattle to grow up their polyclonal antibodies - is that right and if so how well have they protected their advantage (in terms of patents etc)? Off that core competence they have gun researchers producing products to treat various repeat ailments, flu, bali belly, etc, which hopefully will be how they expolit their advantage.

Regarding their anti-flu product - if they can actually deliver results from human trials in a year and half and have a commercial product in less than 3 years then that appears to be an exceptionally short delivery perriod for a biotech. They are targetting a a huge market and even with the standard flu the currently available treatments (flu vaccine and tamiflu and the Biota product) are open to competition. Added to that the fact that we are overdue for a flu panademic (and bird flu having a kill rate of worse than 50%) then I think we have a market.

I remember hearing one of the fellows who worked on the development of the flu vaccine say on the radio that he does not bother getting annual flu shots but just keeps a stock of tamiflu on hand. No matter how many times CSL says that the flu shot does not induce flu-like symptoms I have heard so many people comment on them suffering a prolonged period of poor health subsequent to getting a flu shot I think a lot of people would avoid the annual shot if possible. Altough, from memory the research bloke's concern was more that getting jabbed every year was a waste of his time. And then of course the reports in Japan of youngsters suffering from depression after taking tamiflu (not sure whether any cause and effect has been proven).

One thing I wonder about however is how competitive would Flubody (not the catchiest of names I'm afraid) be against Tamiflu (how about Boflu instead of Flubody - sort of a cross between botox and tamiflu??) in terms of efficacy and cost, as it appears that it will have a similar usage to tamiflu and tamiflu has the benefit of first mover.



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"The market can stay irrational longer than you can stay solvent." John Maynard Keynes

"The crisis takes a much longer time coming than you think, and then it happens much faster than you would have thought." Rudiger Dornbush

Mozart fixes everything and Messi is a dog
 
oldgolfer
post Posted: Jan 9 2008, 12:55 PM
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Hi Pess,
Just to letr you know you have one reader come sad investor in Anadis. It owes me so much money I have just let it rot in the bottom drawer; so any rise is nice.

 
Pessimist
post Posted: Jan 9 2008, 09:44 AM
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I'm probably talking to myself, but here's another nice announcement. Mentioning "bird flu" in an announcement doesn't have the effect it once did, but it certainly doesn't hurt.

Milk-based Anti-influenza virus (flu) antibodies to provide immediate immunity
Wednesday 9 January 2008
Melbourne, Australia. Anadis Limited (ASX:ANX; OTC: ANDIY), today announced major progress in its anti-flu virus antibody program. The milk- derived anti-flu virus antibodies are all-natural and will provide immediate-acting immune enhancement once deposited topically on mucosal surfaces that come in contact with the influenza virus. Results from human trials are anticipated within 18 months.

Addressing both seasonal and avian influenza (bird flu) virus strains, Anadis plans to introduce products using these antibodies (Flubodies) into the market within 2-3 years. This decision follows several successful animal trials with mice, conducted by Anadis and an internationally-recognized influenza research group at the University of Melbourne led by Professor Lorena Brown, using recognized pathways for development of anti-avian flu virus treatments.

The dairy derived anti-flu virus antibody significantly decreased disease mortality and were significantly interrupting the disease process after challenges with lethal doses of virus. Anadis prototype milk-derived hyperimmune antibody preparation ("flubody") improved the survival rate of infected mice (exposed to lethal flu) from 0% in non-treated mice to up to 60% in treated mice. In other trials, it was shown that the progress of disease could be delayed for days with a single application of the prototype formulation.

"This series of new preclinical tests gives us the comfort level to accelerate and the commercialization of our revolutionary Flubody approach for halting viral spread, utilizing our patent pending antibody formulations to provide immediate acting immunity" ," said Dr Zeil Rosenberg, Anadis CEO. "Antibody and other protein-based solutions represent the next generation in the fight against influenza and Anadis, with its rapid development effort and extremely low manufacturing cost for harvesting antibodies, is well-positioned to benefit from this trend."

Influenza affects 15-60 million people in the United States each year, causing an estimated 44,000 deaths and 186,000 hospitalizations annually. Pandemic influenza has occurred three times over the last century. The 1918 outbreak alone killed more than 40 million people worldwide. Avian influenza (bird flu) is a lethal influenza strain that has created worldwide concern because its infection can be transferred among humans. The mortality rate among humans exceeds 50%.

Dr. Oren Fuerst, VP of Business Development of the company said: "Benefiting from our years of experience in the harvesting of polyclonal antibodies and other fractions of dairy derived immune milk (colostrum), we aim to be first to market with an effective and patented formulation for both the routine and avian flu markets. With our unique approach, we plan to become world leaders in the influenza market that today already exceeds $5 billion worldwide."

Pess


 
Pessimist
post Posted: Dec 14 2007, 12:12 PM
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Re today's announcement: What is the "Over-the-counter market" for ADRs? I assume that these ADRs will not be on Nasdaq. How do people trade them? (And please don't say "over the counter" and leave it at that. tongue.gif)

Pess


 
Pessimist
post Posted: Aug 16 2007, 11:08 AM
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Announcement out that revenue from functional food will increase 85% to $8 million this financial year. While just a sideline, money from these products greatly reduces the company's need to keep raising capital and diluting shareholdings. So this is very positive news for the future value of our shares IMO, if they can just score that one big winner among their core products.

Pess


 
andyw
post Posted: Jun 5 2007, 06:37 AM
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Article in the Herald Sun today: Anadis in healthy research



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“What's the point of going out? We're just going to wind up back here anyway." - Homer Simpson
 


oldgolfer
post Posted: Apr 12 2007, 06:46 PM
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Starting to look like one to offset some of my C gains with a sell before year end. Been a real dissapointment Anadis

 
Pessimist
post Posted: Apr 12 2007, 03:18 PM
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In reply to: dr_dazmo on Thursday 12/04/07 02:21pm

Their plan to do that was actually announced on 28 Feb with the half-year report. The upshot is the same though - running out of cash.

Pess


 
dr_dazmo
post Posted: Apr 12 2007, 02:21 PM
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Just announced sale & lease back of property - $1.2M.
Looks like the $$ are running out!

Dr_Dazmo



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Always remember the Golden Rule - Those with the Gold make the Rules!
 
dr_dazmo
post Posted: Apr 12 2007, 02:06 PM
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In reply to: Pessimist on Thursday 12/04/07 02:07pm

Starting to have real doubts about EV-71 (and Anadis). unsure.gif

In July 2006 an announcement included a Commercialisation Timetable, which indicated that the product release & sales were to commence in April - haven't seen anything yet!

Marketing was to have commenced in Late Feb 07 - Haven't seen any confirmation of this either.


In November 06 I sent a Query to ANX asking the implications if the selling season window of opportunity was missed, and was advised that "Naturally in the event that the product is not available for the Taiwanese summer, the sales will likely be lower than anticipated."
No surprises there!

Perhaps Conor's departure is due to a failure to meet the Timetable??

We shall see.

Dr_Dazmo



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Always remember the Golden Rule - Those with the Gold make the Rules!
 
 


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