PAA 0.00% 22.0¢ pharmaust limited

Organoid Clinical Trial against CoVID-19, page-134

  1. 11,414 Posts.
    lightbulb Created with Sketch. 5742
    Seek professional Advice ,,,
    What would $500k, $1m, 2m do to your current financial position , in most cases individuals would at the very least change tax brackets.
    The impact of large lumps of doe hitting your accounts has implications... seek professional advice ,, obviously to "refine" exactly what your tax obligations will be??

    The Fuse is Lit here ,

    Have had the pleasure of speaking with several PAA shareholders over the past 3 years.
    With out doubt PAA is the longest share I have ever held .
    Most know my Trading Strategy , 20% thanks ,,Next.. rinse repeat...
    I have exited all of my other ASX Positions as I see an economic crisis on the Horizon like no other.
    Continued to Hold PAA as very rarely a Unique Investment Opportunity arises , in my life usually around 1 a decade... Identifying the Unique Opportunity has taken me 1000's of trades ,, taking into account monitoring companies continuing to travel upward , where I jump on and off the Bus several times collecting my 20% , as the over all total value of the share continues to climb into the dollars ,extracting 20% become far more difficult and takes longer in time.
    Some here were present for catastrophic loss 5 years ago, on another stock ,,,, we all felt that pain at the binary decision point..it's also known as a Biotech Cliff..
    So why would I wait for a Binary Decision here at PAA..
    Firstly the Binary Decision Point has passed... The K9 Lymphoma Treatment is just that a "Treatment" PAA is no longer an Exploratory Biotech , It is a Baby Pharma , we have a " Bio Oral Available K9 Lymphoma Treatment" Period , we have completed highly regulated Trials and have empirical evidence that can undergo peer review in laboratory in the world.

    I am interested that the company have not had the Tech Valued? One must understand the Total Value of Technology to then be able to extract its vale over an extended period, , It would seem a prudent step to now have the Tech Valued ,, I noted it was not in the Q? the Tech could have a value of $500m so that would sit nicely in our IP Value.... I'm sure Management have had the Tech and Patents Valued..

    Where we are in the Commercialisation Process is awaiting a "Pending Deal" from Vet major. The Company "PAA"believe they have satisfied the information required to enable VM to make an informed decision surrounding a Royalty Based Agreement.

    Many Biotechs try and go alone ,, alarm bells for me,, so the Elanco Option which is a "Global Manufacturing, Warehousing, Distribution , Sales and Administration agreement" that enables PAA "Lead Product" Pharmapantel access to over 100,000 Veterinary Clinics who already have accounts and frequently purchase from VM....

    VM have been party to the Re-formulation , During the reformulation PAA were careful to select "Suppliers and Pill Manufacturers" know to VM '
    VM supplied ever increasing amounts of MPL , PAA were prudent in not having "R and D" batches of Pills... PAA manufactured GMP Validation Batches Validation batches are commercial scale batches that are manufactured consecutively in order to validate a process according to a validation protocol that was developed and authorized.
    So upon Pharmapantel showing results PAA had a market Manufacturable ready for Market Pill...and Pharmaust have an exact $$ for the pills,, in fact they can only get cheaper as we have been running batches in the low thousands,,,,

    So whilst VM chews the cud on a prospective deal Cov 19 hit the world.

    WEHI reach for Top Shelf Solutions " MPL "
    Results are Exciting
    Second Results are Remarkable and emulate the first Exciting results
    Company are now involved in Human Organoid Testing

    Management , well ,,, we have a ships Captain who knows these waters and has returned to shore with significant catches in the past, he is about to go fishing in familiar waters and is confident his new Bait of MPL will bring home the harvest required.

    PAA at present is at Skeletal Value , The very minimum has been attributed at every inflection point , Scientific Progress has not been fully attributed to our Company Value, MC $65m .

    The company is far to modest for my liking , sure I have seen others "Emperors with No clothes over the years" but they are the other end of the extreme , Glitzy Promotions..

    But there is a Middle ground , Informative Updates , for Shareholders and the Wider Market,
    Biotechs are bound by Trial Durations , Phase I , Phase II , Phase III require Duration as a Trial Parameter, as with Patient Numbers and Dosing Regimes , Monitoring duration etc,,, I do not understand why PAA refuse to give any time frames? this would negate speculation and Highlight to the wider Investment Community the opportunity to participate in PAA's Scientific Success " New Investor Demand"

    Why is it important for Our SP to be financially Insulated? Outside economic shock....... when a whole market gets hit we all go down.... those that have demonstrated full value of their Technology have it racked up on the SP Score Board.. those that were skin and bone and had not demonstrated their value ,, get savaged..

    IMHO PAA require a Publicist ,, and if we are to have a Publicist a Renowned One.
    PAA Message Delivery is Poor... you only have to compare with other Biotechs the Mileage others gain from lesser Scientific Progress and the SP Gains they have received of well Publicised articles ,,,

    Another Week ahead... Sun is Shining here , Snow is Melting on the Mountains out front , Chill could cut you in half .. Best of Luck to all Holders.
    all views are just that My Humble Opinion ..

    I have already been in touch with my Financial Advisors and explained "Make Way a Mega Lump is on it's way"

    Oh and to the critics that we have now in the forum ,,,,, some are already on 10 baggers , some traders well above this , so 20 x and 50x are an expectation ,,,,not a dream..NZT out

 
watchlist Created with Sketch. Add PAA (ASX) to my watchlist
(20min delay)
Last
22.0¢
Change
0.000(0.00%)
Mkt cap ! $86.90M
Open High Low Value Volume
22.0¢ 22.0¢ 20.0¢ $191.1K 906.4K

Buyers (Bids)

No. Vol. Price($)
1 1300 21.0¢
 

Sellers (Offers)

Price($) Vol. No.
22.0¢ 9563 1
View Market Depth
Last trade - 16.10pm 03/05/2024 (20 minute delay) ?
Last
21.0¢
  Change
0.000 ( 6.67 %)
Open High Low Volume
22.0¢ 22.5¢ 20.5¢ 533029
Last updated 15.54pm 03/05/2024 ?
PAA (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.