SNT - General Discussions, page-34

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ma420

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10/07/24

14:28

Post #: 74691324
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Originally posted by ma420: ↑

Some info I had to dig and wasn’t immediately apparent:

- The Mannitol Business Unit (MBU) was sold to Arna pharma and they will give us low double digit royalties on sales for 8 years

- There was no significant payment to Pharmacis/ Syntara after selling the MBU business to Arna. The CEO and Comms all focused only on the $14 Mn cost saving. So I had to dig and find the above info from one of the investor videos I watched.

- The iRBD Parkinson’s trial is funded by Parkinson’s UK for a sum of $5Mn AUD. If we get marketing approval in this indication we owe them 4X their investment spread over a few years (4 or 5?).

- The MDS potential was pointed out by the investigator on the MG trial. So the MDS is an investigator sponsored trial with only about $700K cost to SNT over 3 years. And this is straight into phase 2 if I understand it correctly.

- Skin scar treatment is a unique opportunity unlike skin growth therapies out there. Fiona Wood, principal investigator into this who is also part of Avita hasn’t seen anything like this before.

- There are potentially huge opportunities for SNT-5505 as an additive to JAK inhibitors in increasing their safety and efficacy

- There are other potential opportunities for all drugs not discussed here including as LOX inhibitor, as ECM drug and as a anti-neuro-inflammatory drug

- Market cap smashed due to Pharmaxis business model which was quite expensive to run and wasn’t sustainable. The Syntara business has been flying under the radar since then unnoticed despite all the funded phase 2 trials. Another factor was Karst Peak leaving the register and selling down at 1.5c during the last CR.

- Top fundies invested here with 59% taken up by 3 of them, and they have increased their stake significantly in the last CR which unfortunately was done quite cheaply.

- Another $5Mn cash from R&D tax rebate to be added to current cash. So EV is about half of MC.

- There was an opinion that the CEO is not retail SH friendly but the number of videos and Comms put out along with Q&A which was frankly answered give me confidence in him.

All this from the top of my head. Looks like all the bad news was in the past.

DYOR. No advice. AIMO.

Expand

I forgot to mention the following which you can find easily:

- 3 articles published in “Nature” magazine

- MF phase 2a data presented at ASH conference last December and will be reported again this December

- CEO has repeatedly mentioned interest from “strategic partners” after the December read out

- Significant inflection points ahead with no CR required until at least mid-2025 by when we should know if this company can deliver or not.

AIMO. DYOR.

SNT Price at posting: 3.0¢ Sentiment: Buy Disclosure: Held
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SNT - General Discussions, page-34

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SNT - General Discussions, page-34

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