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Firstly, avoid accusations of either being Bull or Bear.

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caspex

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09/11/24

10:55

Post #: 76528056
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Firstly, avoid accusations of either being Bull or Bear.

Originally posted by Footmax: ↑

A few points from your post.

The SP has settled at around 2 cents. Not sure we ca claim "resilience" as it is down from around 12 cents at the beginning of the year. Maybe the SP has just settled at a point where there is a comfort level balance between holders are prospective investors.

From MM herself, the final data is pretty much out, and she does not think it will change that much. I don't think that expecting any material change to the data can be reasonably anticipated.

One thing that I would like to see is how many participants in the HIV trial are showing any improvements after say 12 months. That would give a valid pointer as to how effective BIT225 was in fighting HIV. Maybe something to bring up at the AGM.

One potential avenue moving forward is whether BIT225 can be used in conjunction with other drugs in the HIV arena. Disappointing that BIT has not been approached by other companies in regard to joint trials - and maybe equally strange that BIT has not indicated that they are chasing this either. Again, something that could be interesting to bring up at the AGM.

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One conclusion that I reached some while back was that the trials are only to cover a period which does not extend beyond an economically set limit.
In the particular HIV (010) there is inherently some reason for finding out what benefits accrue longer term.

I conclude that there may be some and it is worth following.
Maybe even Covid has merit as Long Covid Is out there still and a major one.
I wear my former engineers hat here as results are the only thing that defines the future in a proven manner.
Enough said.

Originally posted by Pseudoname1: ↑

Its an interesting one Lux. Your summation is what the average punter likely believes too.

Per Caspex, myself, others (even WB to some extent) the interesting point here is what if anything else is "under the hood" here - and does that explain resilience of SP at this level?

As you say we await final, as I indicated earlier in the year extrapolation of the data produces a compelling proposition. You say it produced ''nothing new'' that means it was consistent right? Consistent with previous outcomes in more varied circumstances... begs the question, what if it were utilised over a longer period, 6 or 12 months? Its not like any alternate is shorter? It still hasn't been trailed stand alone.

Caspex referenced the COVID result constraints earlier

I think there is a clear financial constraint and as WB pointed out a regulatory / timing / financial constraint ... and a small developer in the antipodes will always face challenges on the global stage, a BP derived CEO would likely help if MM does step down... but whilst there's a place for scepticism here, blunt cynicism given results you yourself reference could result in premature / inaccurate speculation imo

Given the known financial uncertainty, unknown final results/ result commentary, BP "interest", benefit of identifying an immediate complimentary use case, substitutes discussion, potential basis for a new generation of medication (potentially with modification) etc - I'm expecting an ''interesting'' AGM...

Quite the soap opera

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BIT Price at posting: 1.9¢ Sentiment: Hold Disclosure: Held
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