BIT 5.26% 2.0¢ biotron limited

questions for agm, page-51

  1. 3,647 Posts.
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    Jossette,

    I have come to expect more from you than a rude and somewhat ignorant comment such as "Are we looking for an opportunity to dispose off some shares?". Please don't cheapen yourself with such comments.

    Normally if somebody knows there stuff anf reads the announcement they will offer their opinion if there are observations worthy of comment. Then there are others that offer no comment of their own on the announcement content but rather seek others to offer opinion first. Its obviously easier to ridicule somebody elses comments than to go out on a limb and make your own. So what were your opinions Jossette, I missed them !

    There was little announced at the AGM that wasn't already announced before hand and posted herein. The key points were:

    a) HCV game isn't over and there is unlikely to be a single solution as some people would have us believe. Biotron believe p7 inhibitors may well be part of the solution for some combinations and that is the space that Biotron dominate. Discussed that a lot in the last week as you will see and the company just confirmed what we already said to rcg and whathesaid.

    b) New batch of BIT225 produced as expected and is now in capsule form. Great news and big step forward to simplify dosing in future trials. Discussed that in my post before the AGM yesterday didn't I?

    c) HIV trial results now expected Q1. Sad face but given how many delays this trial has seen, what is there to say?

    d) BIT314 - next generation P7 inhibitor. Now in "extensive pharmacological analyses" and anticipate "manufacture and formal preclinical tox/safety
    studies in 1H2013, and into first-in-human studies in the 2H2013". They mentioned "Increased potency against p7" and did I mentioned that was the space completely dominated by Biotron? Do you know how many other companies have P7 inhibitors? Of course they will need to prove BIT314 can achieve 2870% SVR within 30 seconds on a trial involving 18 billion people to be "statistically significant" but lets wait and see. Key message is that they think they can improve upon BIT225 for HCV.


    To be honest josette I'm a little exhausted after spending a large number of hours last week exposing what was clearly a series of false claims being made. I was actually trying to avoid posting for a few days and let the dust settle so thanks very much for your provocative post containing absolutely no content whatsoever, just taunts.

    I have little interest in ramping this stock and getting all excited about an AGM presentation which tells us what we already knew as almost all AGM presentations do. But since you are clearly disappointed with our lack of excitment I've covered a few of the keys points for you above. I've tried to put something that sounds like spion on a couple of them to give you something to debate. I assume thats what you wanted so go for it.

    I don't care if you sold, if you buy or what you do with your money but your obsession and insinuations as to what we might be doing with ours doesn't really help anybody does it? Why do you care what we may or may not be doing?

    PS. You are wrong and I can say that with 100% certainty. No silly stat that whathesaid can come up with will show that I am "looking for an opportunity to dispose off some shares". Actually thinking about buying a few more but thats not really your business either but thanks for asking.
 
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