BLT 0.00% 2.6¢ benitec biopharma limited

Ann: UPDATE ON HCV CLINICAL TRIAL, page-88

  1. 6,270 Posts.
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    hindmost. Even if everything went perfectly, we wouldn't get to market for 2-3 years from now.
    2-3 years of cheap cures for Hep C destroys our chance at getting market share and only gives us a tiny fraction of patients who are unlucky enough to not be cured by existing technologies.

    Hep C will be irradiated in western countries within 5 years IMO

    What they did is very much a wise move, but timing is TERRIBLE.
    Release it with positive SVR results, the SP would go up.
    Release it with no CEO or news for months and you get what has just happened.

    Saying that, it would mean an unnecessary stagnation of HEP B work for a year just to protect the SP.
    What they should have done was announced they are stepping up HEP B pipeline, and not mentioned tt-034 cancellation until SVR was released, this would keep shareholder confidence and show very solid direction.

    Right now it looks like a retarded monkey in a cage with a magic 8 ball is making the decisions for this company
    Last edited by seanl: 26/02/16
 
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