NUZ 6.25% 22.5¢ neurizon therapeutics limited

Ann: Preliminary MPL antiviral leukaemia preclinical WEHI results, page-25

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  1. 2,739 Posts.
    lightbulb Created with Sketch. 1499
    Human trials and commercialisation planned to commence sometime in 2030s...

    Its great news scientifically speaking and could be a big breakthrough but...

    1. Its invitro testing by necessity of course, so very early days
    2. In reality any testing that could lead to commercial outcome is years away. We aren't even talking phase 1 yet.
    3. PAA messaging is not designed for SP increase.
    4. PAA have many coals in the fire but are yet to 'deliver' in a commerical sense on anything. Many potentials no actuals.
    5. This news came out in a suppressed market, not PAAs fault but reality.


    Many reasons that there is no rush to allocate capital, when in all likelihood there is plenty runway to watch from a far and actually make a return elsewhere.

    Bios dont move fast, and PAA even slower.
 
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