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BLT, BENITEC BIOPHARMA LIMITED |
 Posted: Yesterday, 07:43 PM
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 Posts: 8,979 Thanks: 280  |
Why no SSH notice?
G20 this week. They reckon Trump and Xi are going to do a deal. Markets always move ahead of the government slugs. -------------------- What did Uncle Mel do to us?
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Posted: Yesterday, 07:26 PM
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Posts: 8,979 Thanks: 280 |
One of them is dumping. Guess which one ALNY is hiding out in. Could even be those dogs at Citigroup.
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-------------------- What did Uncle Mel do to us?
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Posted: Yesterday, 10:28 AM
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Posts: 8,979 Thanks: 280 |
Nearly 700,000 dumped on the open. If thats not someone in a hurry to get out, nothing is.
All this volume and we still haven't had a SSH. Something fishy here. I wonder if PSS is dumping. -------------------- What did Uncle Mel do to us?
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Posted: Jun 24 2019, 05:57 PM
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Posts: 8,979 Thanks: 280 |
I noticed PYC reckon they have some data to be released shortly. I'm wondering if the distinction BLT made from ddRNAi with BB-401 involved PYC somehow. Maybe on the delivery front by getting through the endosome layer. Jeez. I wonder if that could've been the issue with Axovant.
That would make PYC screaming buy IMHO. -------------------- What did Uncle Mel do to us?
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Posted: Jun 23 2019, 08:14 PM
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Posts: 8,979 Thanks: 280 |
Could there even be a link between BB-401 and Joe Biden wondering around saying, vote for me and I'll cure cancer?
If there is, who or what is the link? You'd think if Biden knows then so does Trump. My best guess it is Moderna because of the military connection. -------------------- What did Uncle Mel do to us?
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Posted: Jun 23 2019, 06:26 PM
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Posts: 8,979 Thanks: 280 |
In Reply To: plastic's post @ Jun 22 2019, 09:28 AM QUOTE I will be amazed if we don't have something from PFE in the next ten days. I am preparing myself to be amazed. China will not capitulate with the eyes of the world on them. Anything before Independence Day says America can boss China. July is the beginning of summer in the US. Holidays. Nothing ever happens during the holidays. Which is why we should expect it in the middle of the holidays. -------------------- What did Uncle Mel do to us?
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Posted: Jun 23 2019, 01:38 PM
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Posts: 8,979 Thanks: 280 |
The saving grace for BLT isn't even theirs. BB-401. A closer looks says, at first blush it was no good so we left the window open to be able to change our story because we know its too soon for anything worthwhile to have happened. So we will tell you the good story another time. When it suits us.
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Posted: Jun 22 2019, 09:28 AM
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Posts: 8,979 Thanks: 280 |
Axovant ditching BLT has been well received by the market. Up strongly since the split and over 18% last night. BNTC down again.
I will be amazed if we don't have something from PFE in the next ten days. -------------------- What did Uncle Mel do to us?
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Posted: Jun 21 2019, 09:01 PM
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Posts: 8,979 Thanks: 280 |
Worthwhile noting that Trump still hasn't stated what the third part of the Mexico deal is yet. My guess is it is the manufacture of new drugs that are going to be zero rated for tariffs. Has to be better than relying on China for cheap manufacture of the same drug.
-------------------- What did Uncle Mel do to us?
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Posted: Jun 21 2019, 01:30 PM
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Posts: 8,979 Thanks: 280 |
Using Nokia as the example, at their peak they accounted for about 5% of the country's GDP with revenues of 23bn Euro per annum.
Australia's GDP is $1.3tn US per annum. What would a company be worth, that could account for 5% of that with similar revenues to Nokia on a PE of 30? CSL anyone? -------------------- What did Uncle Mel do to us?
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