Ann: Finance News Network Interview with the CEO, page-70

Thank you Hottod, your research is second to none.

In your previous post you highlighted...

Peptidream

"Looking at Peptidream’s website- it says the company offers a “one-of-a-kind”, next generation hit finding platform. It says it has the ability to make peptide libraries of over 400 different amino acid building blocks, thereby producing peptide libraries of almost limitless chemical diversity (trillions in a single tube for one library, and trillions of library combinations possible ), which is said to be “ unrivaled by any other hit finding technology.” The peptides generated are said to have greater affinity, selectivity and stability."

Phylogica

"Its phylomer library is said to be the “world’s largest and most structurally diverse library of natural peptides” and these peptides are comprised of 15 to 50 amino acids. It claims to have the highest functional hit rate for peptides, and the phylomers are said to offer higher stability, greater structural diversity and bio-informatic advantages."

So, Peptidream's peptide libraries have almost limitless chemical diversity. Where does that leave Phylogica?

Phylogica have the “world’s largest and most structurally diverse library of natural peptides”.

In the March 2012 video briefing below, Dr. Paul Watt highlighted that all of the antibody companies and all scaffold companies are displaying diversity within one structural theme.

As we know, Phylogica have thousands of structural families (the worlds most structural diverse peptide library, that has more shapes (keys) than anybody else in this space). Dr. Watt also highlighted that Phylogica has set out to be the locksmith, to have as many keys as possible and that they've literally got billions of keys, billions of peptides from thousands of structural families, in other words, thousands of key brands.

Hmm... "within one structural theme". What do we make of that?

Yes, I agree, the goal posts have changed for Phylogica over the past years, but at it's core, it's their platform that has significantly improved. In my view, Phylogica's true value lies in their platform. It's clearly evident by now that it's never been a revenue type business, at least not as long as I've been an investor here. Is that about to change with their recent focused targets? Time will tell, but I think the direction they're heading towards, if successful, could be game changing for the company.



Tony