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33.5¢ dimerix limited

Effectively there are no competitors - that is why the FDA has...

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dyeman

4,169 Posts.

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31/12/23

18:28

Post #: 71677270
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Originally posted by maxkieh ↑

Thanks, I have seen this.

But this tells little about the efficacy of this drug vis-a-vis competitors. Something to do research based on those other company reports. For what it is worth, I believe these guys are quite forthright in terms of the details they put in their presentations (which allude to the risks, e.g., competition and reduction size).

We all understand that 17% in addition to the current 18% reduction (standard of care), almost doubles the current reductions. So no reason to repeat that. But in how many cases (percentage of patients) is that enough? Does that solve the issue in a large enough segment of the population to set up defensiveness against competition?

Shutting up questions only guiles yourself and your brother. Investors need to build conviction. If you cannot help them in building that (by responding to questions), go guile yourself with your narrative and suffer the consequences.

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Effectively there are no competitors - that is why the FDA has granted orphan status for Dimerix' DMX-200 combo (propagermanium+irbesartan).. Current standard of care is irbesartan, which is off-license (generic is available). Irbesartan was originally developed to treat high blood pressure I believe.

DXB Price at posting: 20.5¢ Sentiment: Buy Disclosure: Held
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