This is an excellent presentation with some very useful info not previously announced, such as:
How to interpret phase 2 results
Page 4 - to be considered a great clinical outcome, phase 2a just needs 25% of patients to show a significant reduction in proteinuria.
Peer comparison
Page 11 - showing how ridiculous the current market cap is when compared to similar companies on the ASX and NASDAQ.
Acquisition of company similar to Dimerix
Page 9 - a new acquisition occurred a few days ago where a company in phase 2a providing GPCR services (similar to Dimerix) was acquired for EUR500m upfront plus EUR300m potential milestone payments.
Also a pretty big statement on page 8 "Global pharmaceutical companies need access to Dimerix’s Receptor-HIT technology to develop safe new drugs"
Ann: Investor Update, page-2
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