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BLT, BENITEC BIOPHARMA LIMITED
Pannobhaso
post Posted: May 24 2014, 09:01 PM
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In Reply To: plastic's post @ May 24 2014, 05:54 PM

In regard to the lab, as I understand it, the lab we are going to use is an old Tacere lab. Dr Suhy is already established there and two of his former Tacere colleagues will be joining him (if they have not already). Peter French will be in the US next week and the lab may be opened officially at that time.

Do try to keep up.



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

Said 'Thanks' for this post: groucho  
 
Pannobhaso
post Posted: May 24 2014, 08:55 PM
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In Reply To: plastic's post @ May 24 2014, 05:54 PM

Benitec already has its own suite of patents and exclusive rights to others. The new lab will develop more as the pipeline is progressed and new indications are incorporated. These patents are where the money will be made as the old gatekeeper patents, such as the ones that ISIS, Alnylam and Benitec had, come to the end of their days.



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"It turns out Pannobhaso is right."
Plastic (Alias rubra)
 
plastic
post Posted: May 24 2014, 05:54 PM
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In Reply To: Pannobhaso's post @ May 24 2014, 02:29 PM

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The company will make its revenue from its pipeline, with IP that is specific to the ailments being treated.


Are you referring to the IP which has been discovered/developed at the Big Balmain Garage campus? Or the IP which WILL BE discovered/developed in the new lab Suhy has been setting up for...how many months now?






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Where are the Americans?
 
Pannobhaso
post Posted: May 24 2014, 02:50 PM
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In Reply To: Pannobhaso's post @ May 24 2014, 02:29 PM

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The reason why Bayer


Correction: I meant to say BASF not Bayer. BASF has opposed both the Graham and Galapagos patents; Bayer has only opposed the Galapagos patent.



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"It turns out Pannobhaso is right."
Plastic (Alias rubra)
 
Pannobhaso
post Posted: May 24 2014, 02:29 PM
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In Reply To: plastic's post @ May 24 2014, 08:18 AM

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With the cutbacks in the recent budget, I can't see CSIRO being too keen to fulfil their responsibilities to pursue the appeal. Especially if there are no real bucks to be had at the end. Very different from the WiFi case. Over a billion dollars came back on that one.


Actually, what you have posted is not true but regular readers would not be surprised by that fact. The reason why Bayer objected to the patent and the reason why both the CSIRO and Bayer objected to the Galapagos patent EP1444346 was because of the implications for veterinary applications. There are likely to be a number commercialised veterinary ddRNAi products before the patent expires and these will be worth millions of dollars in royalties.

As Benitec has no interest in veterinary applications, this decision will have little impact on future revenue. Even if Benitec loses an appeal against the decision, royalties will only be paid when human ddRNAi products are commercialised in Europe and there won't be too many of them before the expiry of the patent. This is why the current management of Benitec are taking the company in a direction that does not rely on gatekeeper IP to generate revenue. The company will make its revenue from its pipeline, with IP that is specific to the ailments being treated. Also, any revenue lost in Europe (should an appeal fail) could be regained by Galapagos having to pay royalties in jurisdictions where its objections have failed, such as the UK and USA, should it commercialise any ddRNAi products.

If there are grounds for appeal, then I am sure that the CSIRO will lodge one. We also have to await the outcome of Bayer's objection to EP1444346.



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

Said 'Thanks' for this post: groucho  
 
plastic
post Posted: May 24 2014, 08:42 AM
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QUOTE
RXi Pharmaceuticals granted US notice of allowance covering sd-rxRNA technology platform
"Published 23 May 2014 RXi Pharmaceuticals has announced that it received the notice of allowance from the US Patent and Trademark Office on its novel, self-delivering RNAi platform (sd‑rxRNA).



The patent, titled 'Reduced Size Self-Delivering RNAi Compounds', broadly covers both the composition and methods of use of RXi's self-delivering platform technology. The patent, once issued, will be scheduled to expire in 2029.

This core patent, within RXi's intellectual property portfolio, is the foundation for RXI's self-delivering platform. The patent broadly protects RXi's sd-rxRNA technology, which facilitates the delivery of RNAi compounds to tissues and cells of interest in the absence of a delivery vehicle.

sd-rxRNA oligonucleotides are designed for therapeutic use and have drug-like properties, such as high potency, target specificity, serum stability, reduced immune response activation, and efficient cellular uptake. This allows sd-rxRNAs to achieve efficient cellular uptake and potent, long-lasting intracellular activity.

RXi Pharmaceuticals president and CEO Dr Geert Cauwenbergh said that the company is pleased to have its novel technology recognized by the US Patent and Trademark Office.

"This key patent is what differentiates RXi's technology platform from the competition. It provides us with a powerful advantage to deliver our RNAi compounds without delivery vehicles, which are commonly used with the other siRNA compounds in clinical development. The use of our proprietary sd-rxRNA technology platform may lead to improved tolerability and thereby potentially broadening of the therapeutic window for these compounds," Dr Cauwenbergh added.






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plastic
post Posted: May 24 2014, 08:18 AM
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This patent award is interesting. For years and maybe even still now, the CEO of RXi was based in Wellington NZ with a plum job at the local university. Dirk and Kay have patented something similar but he never speaks of anything except SNALP and TKMR. Makes me wonder if he is on the level. Plus it happens right at the same time as BLT's patent gets knocked back. Are the two related?

Prosensa had over 12% of the company traded overnight with a 27% increase in price. In fact all gene therapy companies were stronger. This on the Friday before a long weekend in both the US and the UK at the end of May. Sell in May is over. The bottom has been hit. Looking forward to next week.

Meanwhile, the chinks in the BLT story of invincibility is beginning to show with the patent rejection in Europe. The counter party, Galapagos, were once in bed with MRK. MRK terminated their partnership, but have so far not taken another beyond antibodies scaffold partner to my knowledge. At least they haven't disclosed it. But I believe they are working with PYC on that count.

I guess the new funding BLT have found will now be used to pay for the patent appeal. With the cutbacks in the recent budget, I can't see CSIRO being too keen to fulfil their responsibilities to pursue the appeal. Especially if there are no real bucks to be had at the end. Very different from the WiFi case. Over a billion dollars came back on that one.

PF looking like not much more than a overpaid titular CEO only. Guess we could just say a tit instead.

Bring on the buy out.


</h1>[quote]<h1>RXi Pharmaceuticals granted US notice of allowance covering sd-rxRNA technology platform




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diana
post Posted: May 23 2014, 12:21 PM
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In Reply To: arty's post @ May 22 2014, 11:03 AM

You should be getting buckets of adulation arty, for your heads up on a very nice trade. rolleyes.gif

R/Di






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"Adversity does not build character; adversity reveals character."
Sandy Dahl
 
arty
post Posted: May 22 2014, 11:03 AM
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In Reply To: arty's post @ May 13 2014, 04:34 PM

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The horizontal Beetroot-coloured line at $1.07 would become my entry level, with the falling resistance trendline forming the first resistance target.

Bingo! We made contact with the target and are now on the way back down. thumbdown.gif

Attached Image


BLT even made today's "Poor List" early on when the drop measured over 10%

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)
 
Pannobhaso
post Posted: May 15 2014, 10:42 AM
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In Reply To: plastic's post @ May 15 2014, 06:59 AM

If, as you claim, TT-034 is really the Regulus HCV treatment, then presumably you should be reading the "last rights", or even the last rites, to Regulus, your pet company. Either way, you have goofed again.



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

Said 'Thanks' for this post: joules mm1  Qld1  
 
 


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