You're sounding unduly pessimistic J8. They only need to succeed with OPMD and the company will be worth ten-fold its current ASX value. OPMD is worth billions globally and in addition to that the technology will be demonstrating its unique technology once and for all. By pouring all resources into it at the expense of slowing down investment/progress of the other pipeline targets, Benitec will not have to seek a partner or sell its technology to big pharma. This is commercially astute. They only need to prove it works, not apply it successfully across different targets. The other targets will follow but Benitec will be in a much stronger bargaining position with big pharma.
And I still think head & neck cancer may just be Patrick Soon's secret eapon to make good on the Cancer moonshot 2020 promise. The stock price is rising for a reason.
BLT Price at posting:
22.0¢ Sentiment: Buy Disclosure: Held