KZA 0.00% 8.0¢ kazia therapeutics limited

How does GBM AGILE work?, page-49

  1. 2,795 Posts.
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    Yes that’s right mate - always a good sign though they seem to show right before a leg-up and try white-ant the business before the pump.

    same people with a different name-tag spreading the same FUD used to be Kazia was:

    too small to know what it was doing and not supported by holders
    > we are x10 the MC of those few short years ago

    then it was Kazia MC well under 20 mill shows there’s no chance against other companies of at least 100 - 150 mill MC who clearly are supported - someone must know something
    > we are currently above that range they targeted only a couple short years ago

    then it was the chances of Kazias amazing drug Paxalisib making it to phase 3 was zero so no hope of approval - chances 6% at best
    > we are considered to be the leading candidate for approval within years maybe sooner and in a phase 3 now

    then it was if pax was so great why isn’t their a commercial partner already
    > there now is with a territory only 9% of world market and it delivers 340 million in lic fees - which makes it easy to value the rest of the world lic fees yet to come 90+% - and then there’s royalties

    then it was Kazia is a one trick pony
    > we have two major candidates that work across many conditions totalling double digit potential treatment applications between them and we licenced Cantrixil (which the usual parties said was worthless) for 40 million in lic fees plus royalties.

    etc etc…

    now it’s yes Paxalisib is the leader and will be the next to be approved for GBM but apparently right before this happens one of the mildly interesting other drugs 8-10 years off is some how going to race forward and be approved quickly - without any concerns that they are not supported by third party trials (we have many) and clearly years and years away and the markets have written their SP down by up to 90% in the last couple of years or they have had zero SP growth in years.

    go figure!

    meantime those who did their homework and who are smart enough to buy and hold for a few years are actually sitting on 300-400% gains from the last couple of years lol (likely still averaging up) and looking down the barrel of the coming period…

    which is the most exciting time ever in the history of Kazia since at least the restructure and the rebrand to years ago… the growth in this period is likely to eclipse the last couple of years - meaning those already in the money will go double digit multi-bag.

    this is what happens when you do your homework, pick good assets, don’t listen to the armchair warriors / worriers and hold for sufficient time…

    as always know what you have know why you have it - don’t follow the negs they have not won, they do not win, it’s clearly a zero-sum gain that’s why they are so negative - why do they take time to white-ant a project when they could positively use that time to promote a winner they hold - what they are winning on snd why are they not there???

    they have nothing that’s why.



    meantime the sunshine’s, the garden grows and Kazia grows by a weeks worth of trial data each and every single day!

    Supported by the worlds top oncology research institutions at their cost - remarkable!!!
    Last edited by rikki: 04/10/21
 
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