BLT 0.00% 2.6¢ benitec biopharma limited

Ann: Half Yearly Report and Accounts, page-50

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  1. 6,272 Posts.
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    So lets look at absolute positive senario here.
    1. SVR comes early and is exactly what we dreamed of and SP booms.
    2. We get an awesome CEO off the back of this info who wants to ride the wave
    3. The new awesome CEO convinces the FDA to let us start at cohort 4 for Hep B.
    4. The moment that FDA approval comes in we get a multi-billion dollar partnership announcement.

    Plausible?

    Lets look at the possible Negatives.
    1. Management have ruined this stock too much and the SP tanks
    2. SVR is a failure at the end of the year, and its the reason why they canned the trial. (if so then they should be jailed)
    3. FDA refuse to let us use any of TT-034 data and we start from scratch and slowly fade away into oblivion through lack of investor confidence for future capital raising.

    Probable?
 
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