Ann: Epichem enters voluntary liquidation, page-130

Hi Havenots,
If I may add my thoughts. I think MND is the best to concentrate on at the moment. Putting all else like the ability of the board aside. [Personally they retain my faith but I know others disagree, fair enough] Also put aside the Canine trial for the moment.

• What is the product ? Monepantel.
• What does Monepantel do ? It slows the progression of MND/ALS [Possibly dramatically]
• Is there a need ? Yes, MND is a dreadful disease that destroys lives in the most dreadful way.
• If successful will it have to compete with opposition products ? Not really Riluzol is the current treatment and is not really that helpful. So Monepantel will have a moat as a couple of old blokes say. [Buffet & Munger]

With Cancer, from what I can see, even after successful trials which will require lots of money [Or partners] Monepantel will be competing with other established drugs. So possibly a harder market, but the recent combination drug patent is worth keeping in mind. But still a much bigger market.

I think it is prudent at the moment to concentrate on one thing [MND] get that put away then move to the next target.

Just what I think, but keep in mind I aint no genius.



Cheers