Here is the result of my new research efforts.
Benitec pipeline from November presentation 2018. Note the extent of the progress on OPMD (beginning of IND Enabling stage on page 12:
https://benitec.com/wp-content/uploads/2018/11/BNTC-AGM-Presentation-2018-FINAL_v5.pdf
Now compare that with the pipeline chart in the recent preliminary final report on page 6 (end of IND Enabling stage and beginning of trial stage)
https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4gi1yxb3v%2FV167FiGug%3D
Which means that OPMD is ready to start clinical trials and that FDA IND approval is imminent
Also note that in the 2018 presentation it is made clear that “”Axovant LEADS program development”” In other words it is possible that Axovant (not our labs) may have moved too slowly with the pogram (restricting funding etc) because they had other priorities and the work that Benitec wanted to complete to optimise delivery couldn’t be done as planned and subsequently pushed out timelines. Remember, if OPMD failed for Axovant it was not a big deal as they had six other programs underway. However, if OPMD failed for a Benitec it would be the end of the show.
Thats why Benitec took back control of OPMD and has sacrificed its new pipeline indications and research to ensure OPMD goes to trials and succeeds.
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