Ann: Transgene Announces Topline Preliminary Resu, page-2

re: Ann: Transgene Announces Topline Prelimin... First off let me start by saying thankyou Cadence for your research the other day, were it not for your research I would have treated VHL as a punt and nothing more so again a big thankyou


What VHL is worth will be determined by the market really

Im thinking $15m or 3c because for what it has the potential it offers compared to its peers that to me seems fair


If Novartis exercise its option and we get some clarity that it could be worth $20m+ in milestone fees and royalties then youd think the company would be worth $30m-$40m or 6c-8c

I still think the big upside comes from further licensing opportunities for Co-X-Gene

I think what the market is yet to understand about VHLs Co-X-Gene is its potential multiple uses across a variety of different diseases

http://www.virax.com.au/technology/co_x_gene_technology.aspx

" Co-X-GeneTM "A powerful platform technology"

The Co-X-GeneTM platform offers an innovative approach to harnessing the power of the body's own immune system. The strength of this technology lies in its ability to co-express or simultaneously release two genes inside a human cell. The first gene directs the therapy towards a particular disease while the second gene elicits a specific response from the immune system. Thus the power of Virax's Co-X-GeneTM technology is in its disease specific approach."

and it seems obvious now that given the success of TG4010 other companies are interested in using VHLs Co-X-Gene technology

"The Company is confident that it can build on the experience with its Co-X-Gene™ technology and generate further licensing opportunities.
The Board has also been approached by third parties to
explore potential collaborative opportunities
and on development of its current patent portfolio."


Plenty of recap placement profit takers to work through though but to me an $8m market cap is too cheap imo