The Company chose not too push the News that in Biotech are significant in the commercialisation continuum.
IMHO the manufacturing of the MPL Tablets especially at GMP Grade was hugely significant and should have been professionally delivered to the Australasian Investment Community.
Here is why: 1, The largest early drop in SP occurred with the poor palatability and solubility of the original capsules, The Positive Phase I/ II Human Cancer Trial demonstrating the Medicinal effect of MPL vs Cancer was overshadowed by the solubility/palatability issue. The remediation of this was not pushed hard when the New Batch of Tablets arrived,, in fact the announcement saw a decline in SP due to the fact the Announcement stated "contained impurities" later on the impurities was outlined as carriers, preservatives and possible additional sucrose coating. BUT there was no ASX announcement to inform the wider market.
Why are GMP grade Tablets so important,,? glad you asked... These are a commercially run batch of Tablets , not an expensive R and D bespoke batch that later on should they show benefit that then have to be reverse engineered to enable mass manufacture, in some cases some medication/drugs are not able to be mass manufactured depending on the amount of ingredients , time and Human care required to complete. These Bespoke drugs reflect the amount of effort and time required to manufacture in their price,, this is why some treatments can range in to $20k a month range for the end patient.
GMP Grade enables the manufacturing process to take place Globally at recognised / GMP Certified manufacturing companies , e.g Catalent. This reduces the need and costs for shipping, storage and distribution. all of which pose issues including handling and environmental conditions. in the exact example of Covid/Sars-1 and Sars-2 Virus it would have meant individual countries could manufacture Covi-Pantel under license to Pharmaust.
The next substantial breakthrough is that the newly formulated MPL tablets have commenced a Human Trial , this is hugely significant as the new Pharmapantel has not triggered any serious adverse effects.. This is monumental as the current two suppliers of mTOR Pathway drugs can not boast this fact, to the contrary there are significant adverse effects experienced but the absolute need for the drug to the patients survival trumps the adverse effects,,,currently .
Now the owner of 1 of those mTOR Pathway drugs is Pfizer who is revenuing circa $1.4B USD p/a...( Rapamycin )
If I were looking for an Equity Partner it would be Pfizer..... as they not only stand to make significant gains from Pharmapantel but could also be risking an impact too their current revenue stream.
If you Google mTOR Pathway Treatments it is already established that the mTor Pathway regulates the enzymes and proteins that basically feed cancer cells the required fuel to replicate. Pfizer also use Rapamycin to disguise organ transplants from your immune system.
So we have an established mechanism of Action. Once you have trialed this then the outcome will replicate the MOA over and over again.
Now Pharmaust is the Minnow with two other significant sharks in the same pond (yes I know sharks don't hang out in ponds,,most are to busy trading) Between those Sharks they revenue circa $2.4B p/a and both have adverse effects on the Patient.. MPL is a first in class medicine, it is not a same same one of a 1000 with a different label.. (e.g acne cream)
What Pharmaust has achieved is hugely significant and I would say incredibly valuable...
Now the issue is that Pharmaust have not been able to impart this (Discovery) and consequent crystalisation of actual manufacturing into the real world as the 3rd only Oral mTOR Pathway Drug that has NO ADVERSE EFFECTS.. sue we don't know exactly what our Pharmapantel can cure or treat (although the two current suppliers have a raft of illnesses that they utilise their mTOR pathway drugs for) but we know Pharmaust can deliver a dose of MPL to the mTOR Pathway without stimulating adverse effects.. I've been trading Biotechs for over 20 years and IMHO this holds significant value.( the reason I'm still here) Most know I'm a fixed margin trader, I used to chase every % but now just load a fixed % profit margin usually within 10 mins of me buying.
Automation has made this simple and easy for me and it suits my lifestyle.
Pharmaust is a different beast and many would have seen my frustration rise as well as their own when ASX announcements were being delivered flat , dull, boring and laced with negativity,, the main one was "Needs further Testing/Trialing...
Many have seen inferior products out market and outsell a better more resilient product.. I see this on the ASX there are 187 ASX listed Biotechs or Baby Pharma.. some offerings IMHO should be at Kmart, Pharmaust with MPL is not one of these but at some stage the company must focus on installing value not only for the benefit of PAA SH but also to gain recognition plus delivery of the treatment to those that desperately need a cure or treatment.
We have used analogies of the train leaving the station , not one of my favorites but the concept is about momentum and building on successes. Building Value and recognition on successes.
Contrary to some investors /PAA SH I actually consider the SP way way undervalued and should the successful story of the development of Pharmapantel be told in a concise and commercial nature then the Investment Community would stand up and take notice and want to get on board to benefit (financially) from the PAA activity of commercialising MPL to market.
Sure we are low on Funds,, this is a big ticket industry , everything is expensive, quality costs......
But if PAA was to employ some serious marketers ( Ok spin doctors) Publicists then I believe the oppies could be brought in the money. This would bring in circa $14m and the shares would remain in safe LTH hands... Just an example , when we ran up to 9.8c recently the spread was thin of 2m shares to 19c...... sure some would add to the spread on the way up but in my 20 years I have seen some 150% gains in a day, mining 300%.. but Biotech is the poor cousin on the ASX. circa 4%.
I understand Anusha has been brought in , great, but many Companies understand that its horses for courses and sometimes you need to bring in external forces,,allies and assets...
In short I believe PAA has already established it has an incredibly valuable asset,,, Pharmapantel a Palatable Oral delivery of MPL into the mTOR Pathway with no adverse effects. PAA just need to explain and deliver a clear VALUABLE message to the Markets (Investment Community) and the kitty could be filled with Oppie Money enabling a clear Trial Runway for Human Cancer and Human Covid..and thats when 'No One will give up there seat"
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