I see Benitec’s PR as a reference to improving delivery but only because of new circumstances that arose recently in their pre-clinical preparations. To improve the delivery 5hey requested more time.
If - and this is a big if - and OPMD was progressing nicely but our scientific team and theirs had a serious disagreement (it happens) then at current levels Benitec is a compelling opportunity right? Add to this the other programs that are working on and all of us (except the delusional like me) would be caught on the wrong foot.
BLT Price at posting:
7.3¢ Sentiment: Buy Disclosure: Held