BLT, BENITEC BIOPHARMA LIMITED

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Apparently, Moderna's vaccine trial outcomes are about to be delayed for longer analysis of the data. This leaves Pfizer's vaccine as the leader.

It will be interesting to see what happens if they should emerge victorious in their quest to be first with a vaccine. If they do "win" it means they will be out of Merck v Integra safe harbour provisions and into the commericalization world. That means royalties and licencing fees to somebody.

I don't think that somebody will be BLT though. PYC possibly.

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In Reply To: plastic's post @ Sep 12 2020, 07:05 PM

Somebody likes something. MRNA and ALNY up about 7% each. BNTC dead in the water. Must be a reason for it. Why would they "redomicile" to the US and keep their cupboard office in Melbourne.

None of it adds up except for the fact that there is more pain ahead for shareholders who have already been done like a kipper. But if you were a new shareholder coming in then its probably a good time to buy. There exists the caveat that whatever develops out of Covid vaccines may leave BNTC absolutely dead in the water and ripe for the picking.


https://www.sec.gov/Archives/edgar/data/180...8/d11440ds1.htm

We are offering shares of our common stock. Each share of common stock is being sold at a public offering price of $ per share.

We are also offering to certain purchasers whose purchase of shares of common stock in this offering would otherwise result in the purchaser, together with its affiliates and certain related parties, beneficially owning more than 4.99% (or, at the election of the purchaser, 9.99%) of our outstanding common stock immediately following the consummation of this offering, the opportunity to purchase, if such purchasers so choose, pre-funded warrants in lieu of shares of common stock that would otherwise result in any such purchaser's beneficial ownership exceeding 4.99% (or, at the election of the purchaser, 9.99%) of our outstanding common stock. Each pre-funded warrant will be exercisable for one share of our common stock and will be exercisable at any time after its original issuance until exercised in full. The purchase price of each pre-funded warrant will be equal to the price at which a share of common stock are sold to the public in this offering, minus $0.01, and the exercise price of each pre-funded warrant will be $0.01 per share. This offering also relates to the shares of common stock issuable upon exercise of any pre-funded warrants sold in this offering. For each pre-funded warrant we sell, the number of shares of common stock we are offering will be decreased on a one-for-one basis.

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The HK dairy company I keep an eye on has still not released the final decision to delist from the HK stock exchange. After more than ten years of suspension and a final appeal on the final appeal two and a bit months ago there is still just nothing. Not even from the PWC guys after being appointed as liquidators, still nothing. Neither a delisting nor a liquidation. Just more than ten years of suspension.

Something a bit fishy here.

https://www1.hkexnews.hk/listedco/listconew...20073101215.pdf

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Are we there yet? Are we there yet?

Donald J. Trump@realDonaldTrump·40mJust signed a new Executive Order to LOWER DRUG PRICES! My Most Favored Nation order will ensure that our Country gets the same low price Big Pharma gives to other countries. The days of global freeriding at America's expense are over...

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Finale could be next week. JP Morgan is the clue. Pfizer and ALNY to wed? But don't write off MRNA either.
Can still remember when Chicken Little ran Pfizer. That was when it was all on with BLT. How things have changed.

https://investors.modernatx.com/

Sep 14, 2020 at 9:00 AM EDT Morgan Stanley Virtual 18th Annual Global Healthcare Conference Sep 17, 2020 at 8:00 AM EDT R&D Day Sep 18, 2020 at 10:05 AM EDT Bank of America Virtual Global Healthcare

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In Reply To: plastic's post @ Sep 11 2020, 07:34 PM

Here it is. All explained. Looks like the show is over. We just need to see the finale.

https://www.zerohedge.com/political/popular...ster-doxxed-and

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For some reason Q of Qanon fame has not been posting relatively infrequently recently but today the site has gone down completely. Could be a harbinger of some sort. Just seven weeks to go to the election.
https://qmap.pub/

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While everyone and everyting is about Covid vaccines right now, it always pays to keep an eye on ALNY. Got this from IV today. My question to the guy is, do you really expect ALNY to advertise the fact? In the old days, ALNY promised five deals before year end. Not a single one materialized. Still to this day not one. Logic dictates discretion is the better part of valour in that game.

Just finished listening to the call. The CFO gave a good presentation. One comment at the end reminded me of the old days with $ALNY when everyone wanted to know about more deals. Jeff said not to expect deals since they don't really need the money. Almost self funding now.

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Almost as if someone is getting their path paved for them.

Just leaves Moderna and Pfizer as the front runners.

https://www.zerohedge.com/medical/astrazene...dverse-reaction

Stat News reports that the large, Phase 3 study testing a Covid-19 vaccine being developed by AstraZeneca and the University of Oxford at dozens of sites across the U.S. has been put on hold due to a suspected serious adverse reaction in a participant in the United Kingdom.

An individual familiar with the development said researchers had been told the hold was placed on the trial out of “an abundance of caution

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Next week is September 11th.

A significant day if karma wants to make itself known. Especially when you have a NYC boy as President facing an election.