PAA 2.63% 19.5¢ pharmaust limited

CEO SPEAKS, $100 per share possible on Covid Success., page-114

  1. 12,830 Posts.
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    I reckon it's fair to say that many of the ' Key Players ' involved in the Biotech Industries including immunology , tissue and compound samplings, collating as well as ALL matters science and medically around BOTH animal and human COVID-19 trials would be ' flat stick ' with a ' full card ' at the present moment.

    Companies like Nucleus Networks in Melbourne who are not only involved in conducting the testing trials for University of Queensland and the CEPI ( Coalition for Epidemic Preparedness Innovations ) inspired CSL collaboration , they were also involved in the Novavax Inc clinical COVID-19 vaccine trials as well. Keep in mind that this QU vaccine effort also has CEPI who had the combined support of the Gates Foundation , The Welcome Trust , numerous European Governments , The Australian Government and a kick-starting grant of $4.45 million. So plenty to like about it in its own right. However it's who else that ends up getting involved in the process which is the real key to success and advancement. Like CSL , CSRIO and others which I will also discuss further on in this post.

    So I guess there is a certain element of the Argument and where we're at right now which suggests that we ( PAA ) might just have to get in line with our own compound candidates until there is a window of opportunity.

    My main point here is that these are the sorts of ' tie-up ' and announcements we will be looking for at some stage as WEHI might only be able to take us so far in terms of actual trials.

    So one of the other steps I would be looking for given we already have MPL available in tablet form would be some sort of alliance in regards appropriate dosings and like the University of Queensland has done with respects to the Brisbane based Patheon Pharmaceuticals which I believe is a division of Thermo Fisher Scientific Inc and who specialises in leading product development services and commercial-scale product manufacturing.

    In fact I can see why Patheon was in part selected by Q.U as not only do they have the capacity to manufacture right here in Australia , their DSS division ( Drug Substance Services ) comprised of 4 ( API ) active pharmaceutical ingredients sites are one of the top three outsourced manufacturers of highly complex biological drug substances and positioned to service 70% of the entire market from these sites. Their DPS Division ( drug product services ) in on the record for developing 20% of the top 100 drugs and 75% of the dosage forms on the market over the past decade.

    So any deal for further advancement of MPL and MPLS could potentially and / or likely come from a tie-up from either of these sorts of development streams and is definitely what I am anticipating and looking forwards to in significantly re-rating the share price in the near term.

    Forget about $100 per share for a moment , and lets focus on the simple facts that even the slightest whiff or indiscriminate scent of a deal of this nature will see PharmAust's SP at 50 cents plus.......wink.png
 
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