KZA 0.00% 8.0¢ kazia therapeutics limited

Ann: Trading Halt, page-24

  1. 1,074 Posts.
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    What's the other drug similar to pax that has been spoken about on these forums? Pac... something or other. Could be that also.

    Would be a strange time to buy something unrelated imho, just when we're in top gear with Pax. Although it could be seen as a very positive sign if the company is signalling a majority of the hard work is done for pax.

    AIMHO, I am picking a pax related/supportive drug, maybe on of the two mentioned on these forums, mostly because:

    • Brain cancer is f'ing difficult to treat, so more is better;
    • It might strengthen our pax position clinically - better chances of success;
    • It might broaden the indications for the pax combo - more markets;
    • It might defend our pax position from some of the competition - better chances of success;
    • We have the IP in this area, and makes sense to continue adding to that.
    • It would be a very confident move to spend SH $ to dilute focus from pax.

    Keen to hear others thoughts/picks.

    Cheers.
 
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