Conference Call 3/8/21, page-47

"I don’t know how you manage to stay positive!"



Ahh thats the easy part....there are many unique parts to this story that keep me going:


1) Drug is efficacious, nothing seen like this before, ever...especially in OA and inflammation.

2) Drug is safe, usage for multi decades albeit in different route but biologically sound.

3) Multi pronged, multi faceted, multi actionary. Unique MOA...downregulates, not blocks.

4) There is a good amount of science we can explore, is not totally cutting edge in that MOA can be seen and has been observed by others.

5) Hey, it's predominantly natural based. Beech Bark off a tree? Love it.


6) Easy to own, just buy the shares, Aussie company, localised (well to Aus) ....and hey, its not expensive....YET! (my spec views)


7) Management have experience and skin in the game


8) Locked up supply, IP in place, Manufacturing secured


9) TAM is up there with the best of them...runway?


_{Not unlike an A380...we have the runway required...decent and long!}



10) It's a known entity...it's Bio Pharma...once you utter those words you just know you are in for the long haul.
Many people dread long journeys couped up in a plane for x hours...I actually long for the extra long flights...love all aspects of flying. Some of my best flights were Melb-LAX-Orlando/Miami/FLL ... 23 hours one way? No drama...take a book and a bit of PAR research....done. I used to do it yearly.



11) Reward

Ahh...and I reckon I have finally learnt not to sell too early, it only took me a few decades and multiple examples to learn this.......BUT to crystalise profits as we go at certain points of support BUT also to keep a core...to the very end of time. Well, Mozz Time.


12) A few might make the above cut...but HotCongo, you know what...we are EARLY. Not many know us yet...the US funds might start to dip a toe in...and will use P3 Open IND to vet....but we are in BEFORE them....amazing. Until we open IND...until data gets back... this remains under the radar...a random person...insto...fund just do not know and cannot disseminate what is real and what is not...which so called OA solution provider is genuine , they just don't have the bandwidth to follow all leads.

We are Pre-deal....the asymmetric value proposition is still in place....



13) Pals, friends and associates

Well you guys keep me motivated....HC has given me ace contacts that keep me grounded but also keep me motivated, I draw on the strength of some real experts and of course the patients...when I hear their raw stories...thats motivation enough.





Stay the course while keeping your ears and eyes open...and DYOR, of course.