DXB

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40.5¢ dimerix limited

Ann: Dimerix Plans for Next Study in Diabetic Kidney Disease, page-162

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stormer

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16/02/21

17:45

Post #: 51046451
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Originally posted by singhgu: ↑

Hi Stormer, From my point of view, few points:

1) Two phase 2 studies (a and b) confirming clinical safety and efficacy (even though on small population pool). Relative to competition, we are at par if not better (I would say better both from tolerability and efficacy). Could management have done a better job in explaining the outcome, perhaps yes.

2) Two Phase 3 indications (DKD and FSGS), backed by some highly regarded people in their field. With a carefully carve out study design from the findings of earlier study (this is where I think a big pharma can add huge value given their experience), we have a decent chance of getting approval. On top, we have attractive patent life. Every trial is different, but on average probability of success of P3 to NDA (new drug approval I think) is approx. 60%.

3) Other indication opportunities within the DKD space that can add further value to the IP holder

4) Two P3 Covid (beyond covid) trials fully funded, I myself am a bit skeptical on this given we don't have any earlier clinical data but any positive news on this will certainly add good value and an income stream (not a lot of early phase Biotech on ASX have revenue stream).

The challenge is the way forward which I truly believe is what is holding this company back. Potential investors waiting for see how the funds will be arranged for next phase of development and hoping that they are able to pick cheap shares in event of a CR (that would be the worse scenario for us, and I may at that time decide to exit). Again, this is just my read of the stock. Only time will tell if I made the right choice or not.

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Cheers Sing

I see it a bit differently

Basically there is FSGS and that's it

DKD trial was a huge disappointment to the market and the brains trust have never bothered putting the market straight....that's if there is anything of value here in the first place

Covid is a 100 000 horse race and ''other indications'' are the carrot to try keep interest in the stock if all else fails....worthless in other words

Cheers

DXB Price at posting: 28.5¢ Sentiment: None Disclosure: Not Held
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