BLT 0.00% 2.6¢ benitec biopharma limited

Ann: Benitec Provides Update on BB-301 OPMD Program, page-41

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  1. 4,015 Posts.
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    NASDAQ?

    Ask ourselves the question, what value does the announcement add to the company and when might that value be realised? Real value is years away unless the data excites a pharma with deep pockets. So far, this doesn't look like happening as the only interested party pulled out not long after it saw what was under the covers. This announcement only confirms that the program is years behind the original plan and supports Axovant's position. Why would investors get excited by this?

    It is clear to me that the company needs to do much more if current retail investors are to see any value in the near to medium term.
 
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