Ann: First Patient in US Canine Cancer Trials Begins Treatment, page-92

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16/09/22

06:04

Post #: 63728563
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Originally posted by Densy: ↑

Hi Jock

I think what you've just described is biotech investment.

We'd all like to know more, but wouldn't you agree that if the company said much more about the dialogue with potential partners that has been underway for some time now that they would indeed be leading us down the garden path if nothing came to fruition? My interpretation is that they were genuinely surprised when Elanco didn't take up the option and have learnt from that experience to keep their cards close to their chest.

I think that the company is now in a very different - dare I say a much better - place to when the Elanco option was the primary focus. What I mean by this is that while the option was 'alive' I get the strong impression that having Elanco exercise that option was perceived to be the goal. Now, I can see that the company is working towards the commercialisaiton of MPL. The two are quite different. While it may - probably will - come to pass that the commercialisation of MPL involves BP or BV partner, it's a different place we are now negotiating from; one where the company knows they have something of significant commercial value, they'll be able to prove it, and if a partner wants to come on board - even Elanco - then it needs to happen on terms that are a good deal for PAA. Oh, by the way, the price has also gone up.

My expectation is that by year's end the canine trial will have wrapped up and we will have solid data to support moving to phase 3. That data will also establish the market niche for MPL and serve as the basis for broadening applications in veterinary oncology - which means a larger addressable market.

Now if you're a BP or BV and can see this coming, you can either try to bring the tech and IP in house through an early deal, or get ready to lose market share to the first at home oral cancer treatment that looks set to displace the current standard of care by DOUBLING life expectancy over that which is achieveable today.

I've said many times that, while marketing is important for attracting new investors and driving the SP, the thing that will really move the SP dial is a commercial outcome - and those potential partners are well aware of our presence and what we have without a banner ad on a share trading forum.

Cheers

Densy

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HC offers a little bit more than a Banner add,, but understand your position , Obviously not informing 160,000 INVESTORS on Hot News the HC data base is not part of the company strategy.

Why do you believe PAA is the lowest Valued Oncology company at Phase II stage on the ASX? if not poor messaging and market awareness that only leaves Management and the Science?>??

Best of luck to all for the day Friday Frenzy ahead....

Money to be made ,,NZT

PAA Price at posting: 8.0¢ Sentiment: Buy Disclosure: Held
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