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BLT, BENITEC BIOPHARMA LIMITED
plastic
post Posted: Aug 4 2014, 03:09 AM
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In Reply To: Pannobhaso's post @ Jul 15 2014, 12:30 PM

Hey. Pinocchio. Can I get that lab's address from you? Got something I want to post. I'm not sure where to send it now that the Big Balmain Garage has been shut down.

TIA. LOL.



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Where are the Americans?
 
plastic
post Posted: Aug 4 2014, 03:00 AM
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After another six weeks in the Naughty Corner BLT have still done nothing but sink the share price while its execs take another junket to Queenstown to hit the piste on the Remarkables and appropriate après afterwards on the company credit card. Some of which seem to have been enjoyed before PF made his presentation by the sounds of it.

Somehow I am just not surprised.

Wouldn't be surprised either if they suddenly come out with a statement saying they are now into Ebola. They get into the media again if they do. And any advertising is good advertising, right?

So we have safety at sub-therapeutic doses in one patient. Big deal. Like we didn't know that already from CoH trials. Now wait for dose escalation and associated toxicity issues to kick in. Which is why these trials won't progress past PII.


RIP all you little Kay micies.

BTW, does anyone know where Bridges is these days? Who he sits beside? And whose payroll he is on? BLT holders don't have a hope.

Now watch my trolls come out of the woodwork.



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Where are the Americans?
 
Pannobhaso
post Posted: Jul 21 2014, 02:29 PM
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Hmm, TT-034 safe and liver cells transduced in line with expectations. Our resident naysayer will be disappointed.

Just have to wait until we get more data from the 3rd and 4th cohorts before we see a significant impact on the share price. Hopefully, the 5th cohort won't be required to prove efficacy. By the time the results for cohorts 3/4 are in, the company should be able to predict the outcome of the 5th cohort.



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"It turns out Pannobhaso is right."
Plastic (Alias rubra)

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diana
post Posted: Jul 15 2014, 01:16 PM
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In Reply To: arty's post @ Jul 2 2014, 09:14 AM

The March 2013 1 for 25 Consolidation would have created a lot of unmarketable parcels. It was a 1 for 25. I think shares were somewhere around the 3c mark at that time. Who knows how many people had less than marketable parcels at that stage. Probably more than half the shareholders, but things have certainly come a long way from there.

Great newsletter with the latest Target Price suggested at $4.00 if there is some success with just one of the advanced projects, so fingers crossed.

R/Di






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"Adversity does not build character; adversity reveals character."
Sandy Dahl

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Pannobhaso
post Posted: Jul 15 2014, 12:30 PM
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Just in case anyone missed this news summary.

Silence News

The section on the opening of the lab in the US confirms what I have said previously and dispels the nonsense that was spread about management failing to follow up on its promise to open a lab.



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"It turns out Pannobhaso is right."
Plastic (Alias rubra)

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Pannobhaso
post Posted: Jul 3 2014, 09:24 PM
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ABC interview did not last 2 minutes and it is not yet available on their website, despite the presenter saying the full interview with Peter French was now available. Pretty poor on the part of the ABC.



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"It turns out Pannobhaso is right."
Plastic (Alias rubra)
 
arty
post Posted: Jul 2 2014, 09:14 AM
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Can we get back to facts, and specifically to this buy-back of unmarketable parcels?
http://www.asx.com.au/asx/statistics/displ...;idsId=01530305
Can someone tell me whether there have been any such sales previously? I'm puzzled where those small holdings would come from, unless they're left-overs from ten or more years ago.
The monthly chart below relates to current share equivalents and can therefore be used to measure parcel values over time.

Attached Image


So, if someone bought, say, $3,000 worth of shares in June 2005 (or anytime thereafter), the parcel would still be worth around $1,000 which is well above the test of marketability, even if they had not participated in any subsequent dilutions. And in any case, the last dilution happened 3 years ago.
Looking over the more recent years, when BLT traded well below today's range, it becomes even more puzzling: If a parcel was marketable at 50c, surely there is no problem now that it's worth more than twice that...

Attached Image





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I trade daily, but I am not a licensed adviser. Whether you find my ideas reasonable or not: The only person responsible for your actions is YOU.
I follow two rules: (1) There are no sacred truths. All assumptions must be critically examined. Arguments from authority are worthless. (2) Whatever is inconsistent with observed facts must be discarded or revised. We must understand the Market as it is and not confuse how it is with how we wish it to be. (inspired by Carl Sagan)
 
plastic
post Posted: Jun 26 2014, 01:49 PM
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Goes to show how little interest there really is out there on this stock. Or any biotech for that matter. All miners on the head page.

As soon as I am put in to internment the thread goes in to a deep freeze hinbernation save for the personal tete 'a tete bits from those with no opinion. Makes you wonder why someone is so determined to delete all my comments and have me banned.

But my time out in the Naughty Corner is over. So lets see what developed.

Well, firstly, Peter French seems to have himself a new job with CSIRO. Saw it in the video. Now that's what I call a lab. Not some converted garage with a skylight for daylight.

Then the ADR's were registered and started trading. Or were they? And have they? I haven't seen any traded. BNIKF is still being quoted and volume going through. Makes me wonder if Bridges met with the same success at gaining BLT market access in the States as he did when he was at ACL. That is to say, absolutely nil success.

The budget came and went leaving biotechs dazed, bloodied and bruised in its wake with leaders calling on the government to provide leadership in commercialization strategy because the job is too hard for them. Witness SPL's CEO and recent comments from PF.

And today's Calimmune PR states the already stated and well known, that ddRNAi isn't lethal when administered at such low doses that efficacy is nil. How about when they bump the dosage up to get efficacy? What will happen then?

Well I don't know for a fact, but I would imagine the last thing the patient will say to the doctor is, argggggggggggh.

The ray of hope one can have, is that next week is the Fourth of July celebrations and financial year end. If the Americans want to show the world that they have overcome their Chinese Sputnik moment it will be Independence Day.

Certainly all indications point to that being the fact. But that doesn't translate to BLT shareholders becoming financially independent.







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Where are the Americans?
 
diana
post Posted: Jun 18 2014, 03:01 PM
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In Reply To: arty's post @ Jun 18 2014, 02:29 PM

It's been a bit of a struggle, but looking good. Volume improving.

Does that mean not only bacon, but ham for Christmas? rolleyes.gif

R/Di






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"Adversity does not build character; adversity reveals character."
Sandy Dahl
 
 


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