For those that couldn't listen to the webinar, a few points I...

For those that couldn't listen to the webinar, a few points I jotted down:

Overall BP's assess companies based on 3 things:
A) is the company 'on-strategy'
B) Does the company have a clear and concise scientific hypothesis
C) Mandatory to have high quality data in supporting that hypothesis.

PKD:
A so called mega blockbuster drug are those that have a target of US$5 Billion and over. The PKD has US$10Bill in the USA alone!
Very important Primate tests are underway, with max tolerated dosage readouts expected late April / May.
Expect dosages in humans circa 12 months time.
Very easy to see results in humans due to bio-markers that are easily tested in the urine.

Google AI:
AI is completely disrupting drug design in the industry.
Any precision medicine Co without AI capability will be struggling to compete against other companies in the same field within 24 months.
Alpha Google software already mapped all proteins in the human body.
Currently mapping micro's /peptides.

RP11:
Expected Cohort 3 dosed within a fortnight.
1 month later readout expected: ie circa end March.

CNS:
Currently working on reproducing results in human brain cells. Can the existing results be validated?
CNS has delivery/distribution challenges that needs work. (other company had issues)

Serepta's recent results have now proven/validated modality of PPC's
Our delivery platform 100x more potent than naked oligo.
Standard drug delivery 500nanograms per gram compared to ours 200,000nanograms per gram = maximise chance of success.

US office will grow as our drugs get closer to late stage studies.
US institutional investors starting to become interested again after 2/3 years industry hiatus.

Some screenshots of slides presented:





Apologies for any errors - they will be mine and mine alone in scribling down the info quickly!
DYOR and don't rely on any of the above for investment decisions.

gltah - exciting times for complete platform validation over the next 12 months!