General Comments / Chat, page-9115

there is an opportunity cost if progress isn’t made at an optimal pace. The true cost is the NPV of future cashflow. For instance 1 year of less of $1b+ USD revenues due to patent life is $100m AUD per month.

If everything can advance at the same pace based on current resources then even better. If not, the options are clearly non-dilutive funding or licensing, dilutive funding (just SP doesn’t favour this option now), or strategic priorities.

Something seems to be in play as it’s almost two months since strategic update. A timely and cost effectively solution is apparently identified, based on current resources.

Remember we don’t necessarily needs funds to approval just enough to POC and then form a commercial partnership.

Will we see:

1. Narrow of AML trial either Dacogen or Venetoclax with drug supply arrangement but not both. Venetoclax has cardiotoxicity whilst Dacogen is linked to FTO.

AND

2. Breast cancer cardiotoxicity and randomised trial of Dox + Bis and use data for biomarker approval conditional to pot approval CDx. There is Dox resistant breast cancer cell lines that might support this approach.

Looking forward to the updates!