There are many macro and company-specific forces that coming...

There are many macro and company-specific forces that coming together to suggest that the next six months may well be transformative for our little gene therapy company. The Gene therapy market is red hot with deals, mergers and money pouring in. The FDA has approved just a couple of indications and they are sold in the millions for one time treatments.

Benitec is being profoundly transformed at a clinical and organisational level with a complete overhaul and re-alignment of its pipeline, partnerships and board and senior executives. This is the first time in the company’s history it has financial stability not dependant on dilutive raising or grants. Our share price is at net asset backing levels and retail interest has dried up. No one except the Bennies here are following.

A Change in fortunes often comes suddenly and without warning. Consider Alnylam trading at $150 dollar a little over a year ago and today trading at $67. Or Arrowhead which traded at $1.50 a little over a year ago and now trades at $25. Once the pipeline update is released and data flows on OPMD Benitec’s fortunes will change significantly too..


The best gains will be made over the next 6 months before Benitec will join its peers and have the billion dollar market cap it deserves.

Good luck all holders.