BLT, BENITEC BIOPHARMA LIMITED

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Before the FDA put the kaibosh on ARWR's pipeline, there were a bunch of vultures who took part in a cap. raise in them. The price proved to be the high tide mark until the FDA put the boot which resulted in the low tide mark. These vultures were the same vultures that too part in Blt's cap. raise when French was at the helm.

Now we have Goldman Sachs buying in at another but yet to be proven high tide mark. Does that mean their buy in price is a rehash of the same market price manipulation trick (i.e. make the money on the short side) that the other vultures used? And does it also mean we now have frenemies breaking bread together?
Which in the short term means, bad news for ARWR and good news for ALNY. After all, Goldmans just happens to be ALNY's banker as well as that of America Inc.

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School holidays soon. High schools are finished with exams and the rest. Nothing ever happens during school holidays according to my broker... until it does. There is always that one percent that breaks the rules.

I think Trump has to get his impeachment things under control and a a trade deal done before anything else happens.

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Next Friday is a Friday the Thirteenth Friday. Sounds ominous. Especially when Q is posting biblical things. Probably not for the stockmarket though. That might have to wait for the JP Morgan bash in early Jan. Remember the big spike in BLT was the first day or two of a new year.

https://qmap.pub/

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The way things are inching forwards on all fronts, including diplomatic and political as well as commercial and regulatory it's a quandary to me as to whether we will have a Deal of the Year right before Xmas with a hasty Q1 close or a New Years treat with a mid-year close.

There have been several occasions when deals have been settled and agreed a long time before Xmas, by the legal teams, the principles, their wives, mistresses and dogs are all in agreement. Its expected by everyone it will happen by Xmas. Then some jerk gets on a power trip and wants everyone to eat cake first. If that is the case here, then we could be waiting until February for anything to materialize. But still a couple of weeks until Xmas so who knows?

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The way things are inching forwards on all fronts, including diplomatic and political as well as commercial and regulatory it's a quandary to me as to whether we will have a Deal of the Year right before Xmas with a hasty Q1 close or a New Years treat with a mid-year close.

Biggest transaction I ever saw take place was a bit over $100bn. If CSL is involved we could well exceed that.

Imagine if CSL were to buy out PFE and simultaneously take a cornerstone in all the biotechs going spare at the moment. I guess that's what happens when you put Chicken Little up as a CEO, have gross incompetence in the C-Suite, unbridled greed and an adherence to gangster capitalism instead of trying to advance the health of mankind.

However it is structured with whichever players it's going to be big. And soon.

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Something must be ready to drop. I can only guess its Pfizer making its move. Not only have we had the huge uptick in ARWR recently, but now they are cancelling meetings held regularly over the years at ultra short notice on the back of a cap. raise with Goldman Sachs, ALNY's banker.

Dec 3, 2019 11:00 AM EST Piper Jaffray 31st Annual Healthcare Conference View Additional Information Fireside chat cancelled Chris Anzalone, Ph.D., Arrowhead’s president and CEO, will participate in a fireside chat presentation with Edward Tenthoff, managing director and senior research analyst at Piper Jaffray

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In Reply To: wagalucci's post @ Dec 2 2019, 01:20 AM

Maybe someone knows something others don't.

1. Donald J. Trump‏Verified account @realDonaldTrump Dec 1 ....in America, community by community where we will eradicate AIDS in 10 years, program already started. American leadership has proven that together we can save lives.
   
   Donald J. Trump‏Verified account @realDonaldTrump Dec 1 On World AIDS Day, The First Lady and I express our support for those living with HIV/AIDS and mourn the lives lost. We reaffirm our commitment to end the HIV/AIDS epidemic....

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Here we have it. The Rubicon. The point where going back as an option has gone.
There will be no trade deal.
https://www.zerohedge.com/economics/gloves-...se-1-trade-deal

Until now, China had largely kept the key hurdles in the ongoing US-China trade talks close to the vest, fearful that "breaking the embargo" so to speak on what have been confidential talks so far, could anger the US side. Now in a surprise diplomatic reversal, one which has the intent of signaling to the world that China will no longer play by Washington's unspoken if assumed rules, overnight China's nationalistic Global Times tabloid reported that Beijing now "insists" that existing tariffs must be removed as part of a "Phase 1" trade deal, well beyond the US "ask" of merely scrapping those tariffs which are set to kick in on December 15.

"Sources with direct knowledge of the trade talks told the Global Times on Saturday that the U.S. must remove existing tariffs, not planned tariffs, as part of the deal," said the report.

Global Times, which is published by the official People’s Daily newspaper of China’s ruling Communist Party, also cited another unidentified source close to the talks as saying U.S. officials had been resisting such a demand because the tariffs were their only weapon in the trade war and giving up that weapon meant “surrender.”

Which is precisely what we said last night, when we noted that by going public with its demands, it would make Trump look even weaker, as the US president can no longer spin the outcome of negotiations as one where he proposed the removal of existing tariffs, but rather such an act would be seen as caving to China.

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Just saw this. Wonder if it means anything for BLT.

Dr. Pat Soon-Shiong‏Verified account @DrPatSoonShiong Over 600 infusions of Natural Killer Cells given as out- patients. First in human trials to be revealed tomorrow. #Naturesfirstresponders

6:47 PM - 30 Nov 2019

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Can't be anymore meat on these bones. Even the vultures are going home.

Wonder what CSIRO are doing with their fee percent.