BLT, BENITEC BIOPHARMA LIMITED

[plastic]

Some interesting developments recently. Especially the STI update put out today and the momentum being garnered in NEU. NEU is the bellweather for something to happen soon if you ask me. NEU was founded by the top dog at Auckland University and IPO'ed under very controversial circumstances. It has since proven to be a failure but the founder has since moved on to become the Prime Minister's Chief Science Officer.

Therefore, when you consider the close relations between CSIRO and Ag. Research who are partnered up with Auckland University and Merck, then consider that the Prime Minister, John Key and Finance Minister, Bill English sit on the board of what amounts to the VC arm of Ag. Research then it should'nt be a surprise to see some suspicious trading ahead of a significant announcement in NEU.

They also have a cancer subsidiary. From May 31 to June 04 ASCO will hold its Annual Meeting. So perhaps some unbelievable data will be released.

Meanwhile, momentum is with biotech in the US. AEGR especially.

And all BLT can do is postpone an anticipated meeting in May to a proposed meeting in July. Whatever happened to June? And why not just get the documents out there. What does it matter if they have a ten day notice period as per the Constitution or a 28 day notice period as per the governing legislation or a 2 month notice period as per their will! What is it they are hiding?

[Pannobhaso]

In Reply To: Pannobhaso's post @ May 15 2013, 08:18 PM

BLT's licencee, Genable, has just appointed a former GSK exec, Annette Clancy, as their new Chairman. She has also been on the Board of Silence. I wonder if it is a coincidence that GSK has now withdrawn from the Regulus HCV program? I am sure that she would still have contacts at GSK and Genable's contract with Benitec would no doubt be a discussion item. Maybe GSK taking a look at Tacere's TT-034 is not too far fetched after all?

[Pannobhaso]

Seems as though GSK are not so keen on the Regulus HCV treatment after all. Maybe they are going to see how the Tacere trial works out before they make a move.

Regulus plans to develop RG-101 independently of its strategic alliance with GlaxoSmithKline (GSK). The broad strategic alliance between Regulus and GSK remains intact and GSK retains its interest in the miR-122 program in HCV, as miR-122 will remain a Collaboration Target under the alliance. As such, the companies are in the process of amending the Product Development and Commercialization Agreement to clarify that RG-101 is fully owned by Regulus.

http://ir.regulusrx.com/releasedetail.cfm?ReleaseID=764723

Seems this is what was cooking: a burnt cake.

[Pannobhaso]

The Tacere submission to the RAC will never happen according to Plastic and yet here it is on the agenda for the next meeting in June.

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[Pannobhaso]

In Reply To: plastic's post @ May 14 2013, 04:50 AM

Gee, it must be nice to just pick and choose from a whole range to biotech's when it comes making comments. When you get shown up on ISIS (what has Dirk just tweeted "Poor $ISIS offering not indicative of interest in RNA Therapeutics:") and Regulus, re Baltimore, you just go off and pick another company. This time it is Alnylam. Next time it could be Silence or Tekmira. Eventually, if you keep picking this way one of your comments is bound to be right, according to the law of averages. Then, no doubt you give us a song and dance, whilst claiming to be prophetic. Fantastic.

Meanwhile, those really interested in BLT are focused on what their company is doing and not the conspiracies of someone who clear does not understand the technology or the industry.

[plastic]

Big jump in ALNY today. Something is cooking. One would expect similar action to occur in BLT if they were a part of it. But it won't because it isn't.
ALNY has already put on 300% in recent times on the back of scientific failure. If BLT were as much a success as some claim then how come none of this is reflected on to BLT?

[Pannobhaso]

In Reply To: plastic's post @ May 12 2013, 06:36 PM

All I can say is I dont see a presence in BLT that mirrors that of the RGLS JV

For those that don't know Prof David Baltimore who was belittled by Plastic on this thread only a few days ago for his involvement with Calimmune is also a director of Regulus (RGLS). It would seem that some people don't "see" things because they cannot see the end of their nose.

[Pannobhaso]

Biotech investors are never safe from the quiet robber of wealth -- dilution. Although too many managers in the sector see raising cash at the expense of shareholders as relatively victim-less, oftentimes debt markets just aren't an avenue available to these companies. But even investors who do their homework and feel good about a company's financial position can be caught off guard.

In this video, health-care analyst David Williamson takes a closer look at one such case, Isis Pharmaceuticals. Shares plunged 10% after a surprise announcement to raise $170 million. Watch and find out the reasoning behind Isis' surprise announcement and what investors should make of it.

http://www.fool.com/investing/general/2013...on-decoded.aspx

I could not resist posting this article about ISIS, the company that can do no wrong, a company that would never dud its shareholders, according to the serial pest on this thread. It would seem he was wrong yet again. Now having spruiked the virtues of ISIS compared to BLT this same person can hardly complain about BLT's upcoming share consolidation with any credibility.

[Pannobhaso]

In Reply To: plastic's post @ May 12 2013, 06:36 PM

You should ask Pannobhaso. He has all the answers. He knows everything.

What would I know or care about the rubbish you spruik? If you ever got something right then I may be interested but how likely is that?

Incidentally, did you know that the first Calimmune patient is having his blood processed for re-introduction over the next 1-2 weeks? So the clinical trial that you said would never happen is in fact underway. I don't suppose you will acknowledge that you were wrong, you never do. In fact, according to you everyone treated with ddRNAi will die immediately through toxicity and so you are probably pushing pins in voodoo dolls right now, just hoping that these patients die so that your final argument against BLT is not destroyed through their good health.

I feel sorry for you. Being so miserable must be a heavy burden to bear.

[plastic]

After all this time chipping away at me, putting me down and trying to ridicule me you now ask me for what I think in detail! That takes the cake. It shows the wheel really has turned.

All I can say is I dont see a presence in BLT that mirrors that of the RGLS JV. Kind of says BLT isnt in the picture. Changing the anticipated May meeting to a proposed July meeting says as much. But what would I know? You should ask Pannobhaso. He has all the answers. He knows everything.