biotech thread - wednesday 19th december , page-22

Biotechs For 2013

PBT (Prana Biotechnology)
Two phase II trials are underway to test the safety and efficacy of the PBT2 compound against Alzheimers and Parkinsons diseases. I expect results from Huntingtons in Q3, 2013 and Alzheimers in late Q4, 2012 or Q1, 2014. If the results produce significant results then the stock is likely to be many multiples of where it is currently. As results get closer the level of interest is likely to increase marlkedly.

NEU (Neuron)
The company is currently conducting a Phase II clinical trial for its synthetic compound NNZ-2566 (intravenous form) in moderate to severe TBI's (Traumatic Brain Injuries) which has received Fast Track Status from the US FDA. The US Army is funding trials into TBI's for up to USD 23m. The potential market for a successful drug effective against TBI's is in the hundred's of millions of dollars.

The company is undertaking final preparations for the initiation of a further two phase II trials using the oral form of NNZ-2566. The trials will target patients with concussion or mild TBI's and Rett Syndrome.

ISN (Isonea)
Developing a smart app and associated Bluetooth breathing device to help Asthma sufferers monitor their condition and alert users to increases in risks of an attack.

Whilst the revenue per customer will be low, there are a total of 300m people worldwide who suffer from asthma. With 1B smartphones expected to be sold annually by 2015 the market potential of such an App is clearly significant. If the company can achieve good penetration rates amongst phone users who suffer from asthma, there is potential for significant profits.