Some good news, page-27

Coolstocks @ Gilead Sciences have 100B market cap and they are getting FDA approved every year since last 15 years. http://www.gilead.com/medicines/product-approval-timeline

Beni is very small cap company. By the time T-034 will be ready. Most of the people will be cured.
And 2 other companies also have HCV treatment.
Benitec will be 3rd or 4th not sure but there will be huge competition, Merck and JnJ also in the race.
Even if we start producing TT-034 our own share price for $1000/SP is way far, even if we have 5 more product to  cure different diseases.


RNAI market is running super fast. By 2020  20 more companies will be public and some of them will have products in the market. From 2011 to 2014 how many companies become public? A lot!!

My Guess is In 2 years Beni should be $30-50 at least. If stock is $30-50 then it means Beni is equivalent to ALNY around 5B-6B Market Cap. It can be only possible if company do publicity with good data. Data is very imp at this point of time.

Benitec is very good technology and it represent very large portion of my portfolio.
Super Long BTEBY/BLT