DXB 7.46% 36.0¢ dimerix limited

DXB vs PER - both have a 6-8 month for trial read outs, one in...

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    DXB vs PER - both have a 6-8 month for trial read outs, one in Phase 3 one in Phase 2B. PER with various preclinical trials and outstanding results and works in combo with eg Sareptas exon skipping DMD drugs, DXB with proven efficacy, PER yet to do a deal and talk it will happen shortly, DXB to sign on even more quickly perhaps. PER having a giant gorilla sitting in the room showing no efficacy yet passing FdA's hurdles somehow - Serepta - lots of cash, does NOT WANT TO loose the DMD market which PER will dominate after this trial assuming results are as good as all believe they will be. I'm 80% PER 20% DXB but could flow back and forth with various news this year. DXB potentially much larger market, PER, if saddled up with Sarepta could pay a premium for the drug in the USA market only.

    Last edited by RYNZN: 14/03/24
 
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