Ann: IBX Investor Webcast Presentation, page-43

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squarepants

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24/06/20

17:42

Post #: 45426874
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Originally posted by shanni: ↑

I've had a chance to look at the webcast this afternoon and was impressed with Bob's presentation.

Positives:
- The trial will not only be focusing on safety, but will also collect some preliminary information about the accuracy of the nanoparticles. This is great news, since we will have an early indication of how the next larger in human trial will go.
- The trials will allow IBX to look at both MRI and Magsense
- I can't see patient recruitment being a major issue, particularly if they partner with some large centres in Sydney and Melbourne
- The scientific advisory board consists of multiple well-connected clinicians from a good spread of different fields. I certainly feel comfortable that the company is receiving expert medical advice.

Negatives:
- Cap raise required prior to the trial
- Ethics approval: this may take longer than expected. I would not be surprised if the trial was delayed due to this.
- Impact of Covid-19: who knows what will happen over the rest of the year, but this could potentially disrupt trials.

Overall
- Good to see progress being made, although there is plenty still to be done.
- If trial results are positive, i.e. safety is established and initial results in terms of accuracy are promising, then the company is significantly derisked.
- We all need to be patient, since this process will likely take another 12 months if not longer, with a cap raise that will probably tank the share price later this year as well.
- I was thinking of buying more shares, but now I think it's better to participate in the cap raise and maybe snap up some cheaper shares if the price falls at this time.

Would be interesting to see how others feel.

Expand

"Impact of Covid-19: who knows what will happen over the rest of the year, but this could potentially disrupt trials".

For me the impact of covid 19 and the economic fall out will bring market vulnerability and volatility, I just bought 500,000 at 3.4 so expect to be showing paper losses for some times over the next year or so. But you never know.

IBX Price at posting: 3.1¢ Sentiment: Buy Disclosure: Held
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