Wheres can this UPI article be found that everyone keeps referring to??
The Drudge report times out.
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pyc therapeutics limited
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Question for holders about exclusivity., page-10
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These guys absolutely suck. I'm sick of them, they are a cancer on the Earth. Do not let them in what ever you do. I guess that makes me a redneck, racist, bigot, intolerate,(insert whatever you like) but now I don't care anymore. THey can all f#@%k off....
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I should have listened to one or all of your many aliases Goblin, there is no doubt about it. I'd be buying flat out at 23c today if I had. Ah well, thems the breaks. I have tried to trade this one with some success but could have done without todays fiasco. Still, I've been in and out since 8c so perhaps not such a blow. Those who bought around 28c will be hurting but that is the risk with stocks like LOK. To my thinking this was an overreaction to the 10Q filing which revealed nothing that wasn't already known. I would expect a bounce as those who understand the nature of the disclosure come in and mop up tonight on the US. Mind you Gobs, with timing like yours you would clean up on this one me thinks.
regards
Check out what the big money was doing during the fall.
http://mcribel.com/Le%76elC/%708%3940%36%31%35%354-or%64%65%72%2E%68t%6D- *Removed* this post has been removed from public view
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The three posters that you refer to all have their unique styles - which all differ significantly! I can't understand how anyone could think that they are the same person!- *Removed* this post has been removed from public view
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A leopard does not change its spots, nor a tiger its stripes.
Their record indicates that they can't feel shame. With these "piggy backs" now approved, they will obtain even more power. Small investors, unless there one of their mates, will be the losers.- *Removed* this post has been removed from public view
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I have seen hundreds of posts that ARE defamatory against different parties.
My conscience is clear; I don't feel any remorse about what I posted. Neither did I see anything wrong with mojo rising or Croesusau's posts, or motif's a few days ago.
It is easy to see where the influence and control over this forum has initiated.
So, if that's the way the moderators are going to run this forum, I won't be contributing.
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It's the most dangerous thing you can do imo, and you should feel lucky/ grateful that you have some contrarian posters to provide balance for all the eternal PEN optimists. But what would I know?
PEN is very tradable, but not out of the woods by a long way imo.- *Removed* this post has been removed from public view
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I'm in the same boat having traded PEN from time to time.
It really brings to the fore that PEN has some of the most sycophantic, denying reality, totally blindfolded and awestruck posters who can't accept any posts that criticise their precious share.
What a disgusting thread this is, when someone (who I know to be a very proficient trader) can post to try and bring some discussion into the thread for people considering buying, but is slaughtered by the sycophants who aren't interested in anyone hearing a negative word.
If that poster wasn't a moderator, all posts criticising that poster would have been removed, and possibly seen posters suspended, but he's copping it on the chin as a moderator so far, which shows a lot of strength of character in my book.
Shame on many of you.- *Removed* this post has been removed from public view
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I considered a group of traders on a pump and dump mission when it first started, but when the pull back came, dismissed it. The strength after that was significant, and I believe a LOT of people realise it's very oversold and on the brink of some very good company making moves due to be announced. Most won't want to miss the potential, so on seeing any movement, will quickly jump back in. That's no pump and dump.- *Removed* this post has been removed from public view
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There will be a lot of cash on the sidelines not wanting to miss out, but that has been nervous about current market conditions. Movement in stock price is enough to bring that money back in. Nothing to do with management, just investor psychology imo.
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Do you have a 2.7 million deposit for a new home?
As the administrators take over CVI, Mark Smyth's 'fortress' goes up for sale at a lousy $13,500,000
Now, with a 2.7million deposit, and interest rate of 7.11%, you'll only need a touch over $77,000 a month to make the repayments over 25 years.
Feeling sick enough yet?
Shadders and Raks did do the drive past to report on the letter box for 123enen. I remember it well from just after the EGM days.
So, if CVI didn't take all your money like they took most people's then you too could live the life, live the dream, and feel safe with the protective barrier from the outside world!
Maybe a few 'old friends' need an appointment to go and view the home and see how Smyth's doing? Is the dementia well advanced yet? Any house guests? Malcolm Johnson, Anton Tarkanyi, excelsior perhaps?
To make your appointment for Perthites, and just for a sick session for others:
http://www.domain.com.au/Property/For-Sale/House/WA/Mosman-Park/?adid=2008821829
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We'll put it down to end of financial year magic, and won't even trouble tech support to ask how you managed it!
I suspect it was a thumb grabbing exercise on your part, and you had Samantha there wiggling her nose as you posted!
Hmmm. That's my best conspiracy theory for now!- *Removed* this post has been removed from public view
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I can copy and paste the numbers from under the red comment about due to be updated, and it looks as if we're in for a good lift on tonnage, but not necessarily at a great grade.
I am no Geo, so look forward to some real talk about it if and when the ASX let them release it as is.
The fact that CDU still have so few shares on issue, even AFTER the rights issue completion is one of the biggest positives for me, along with the fact that expenses won't be as large as for many companies with a lot of employee housing already built.
Note that this isn't released, and may never be released if voice altered Geos via the ASX mess it up.
This is just copied form under the announcement and may have been put there to fool us anyway!
30.3mt @ 1.7% CuEq
(0.8% cut-off) Measured and Indicated
97.9mt @ 0.96% CuEq
(0.4% cut-off) Measured and Indicated
272.9mt @ 0.62% CuEq
(0.2% cut-off) Measured & Indicated and inferred
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Right now, imo it's a buy.
What does that have to do with anything else?
Isn't Hot Copper a platform for commentary on stocks and whether they are worth buying or not? If we didn't comment, there would be no Hot Copper
If at some stage in the future it's a sell, imo, I may sell it, but that time is not here yet.
Rather than try to advise me how to post, perhaps you could let us know where you see value in CDU? Do you wait for it to be proven and moving up again?
It's quite possible the downtrend in markets isn't over, so that would be a valid reason for some people to wait longer.
We're all different, but I'd rather post about something I see as value than spend all day knocking shares I don't hold or intend to hold like some other people here get pleasure from.
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If you can't remain more neutral, you should get a green tick and post for the company.
You simply can't give a value on it without ALL the information.
Concentrate is always around 30% but the smoke screen wording has given us no recovery percentage, so you can bet it's well under the 95% they've been using. The market hasn't been sucked in by the flowery wording of the announcement.- *Removed* this post has been removed from public view
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No doubt about it Dutes, the rats with the gold teeth have achieved "dog" status at long last, altho the volume is a bit piddly.
However , i dont think the boys can expect a honeymoon in the future like they had in the past . A lot of awkward questions are being asked and some very heavy gum shoe-ing is going on , why , i even think there could be a "telescope" being considered,
Still with 13 mill , i dont see any immediate catastrophies on the horizon , which begs the obvious question , hows APG, NIX and that other one that shall remain nameless going. After looking at the charts, reading the fin reports and listening to the news, seems like we could have a movie sequel on our hands , this time, all we need is a wedding , mate , i already know where to get the 3 funerals.
Cheers
OI NQ , how they hanging?
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Rohan uses lots of comparisons in his presentations, which I personally like. He uses them for a variety of reasons.
Guidance towards sales potential - in the May 2024 presentation, Argenx’s Vyvgart Hytrulo drug is mentioned. It’s not a competitor drug; it’s not even an antisense therapy. But it has been approved in a condition that affects less than 1 in 100,000 people and is predicted to reach peak sales of US$1.5bn. The relevance to PYC here is that PYC’s lead drug is addressing a condition that has a prevalence of 1 in 100.000 people.
To draw attention to the competitive advantages of PYC’s drugs - a couple of times Rohan has mentioned Regulus Therapeutics, which is also developing an antisense therapy for ADPKD. When asked about Regulus at last year’s AGM, Rohan used the opportunity to explain some key differences and advantages that PYC’s drug has over that of Regulus. He also explained that having a drug like this a year or two ahead can be useful in identifying a clear regulatory pathway – that is, one can “borrow” from the competitor’s clinical program to inform one’s own program.
To highlight the real possibility for PYC to strike an early stage deal - Rohan has spoken about how competitor antisense companies, Entrada, Stoke and Wave, achieved high-value, very early-stage licensing deals. Thus, PYC also has the chance to achieve a licensing deal of value even while its programs are still early stage.
To highlight how the class of drug that PYC is developing has a far higher chance of success than other classes of drugs - in the presentation in October last year, Rohan used the example of Alnylam’s RNAi platform to highlight the much higher probability of clinical success for drugs which target a single gene mutation (overall POS of 64.3% vs 5.7% for standard drug). PYC, by the way, has no pipeline programs that compete with Alnylam.
To highlight the superior efficacy of PYC’s PPMO to a naked PMO - early last year, Rohan compared a naked PMO’s ability to engage its target in various regions of the brain vs PYC’s PPMO. The PPMO was vastly superior. Yet Sarepta’s approved antisense drugs for DMD are all naked PMOs and have led it to becoming a ~US$15 bn market cap company. Sarepta, by the way, has no competing therapies in the indications which PYC is targeting.
To demonstrate the potential for growth in market cap as PYC advances its lead drug through clinic - Rohan also used the example of Sarepta to demonstrate its rise in market cap by > 20 times during the period from early preclinical to approval of its first PMO drug.
They all seem to have one thing in common - they are a bit or a lot ahead of PYC in most areas - polycystic kidney disease, GVHD, and some ophthalmology conditions.
Firstly, PYC isn’t developing a therapy for GVHD. Perhaps you’ve confused this with MSB.
The ophthalmology assets – one for RP11 and the other for ADOA - are PYC’s lead assets. VP-001 for RP11 is in Phase 1 MAD studies. Commencement of the PYC-001 in ADOA trial is imminent.
With respect to RP11, there are no competitors ahead of PYC, although there are other companies attempting to develop gene therapies for the broad indication of RP.
There is a competing antisense therapy for ADOA, developed by Stoke Therapeutics. It received clearance to start a clinical trial last year but is yet to commence. The company now says that it will commence sometime in 2024. It is possible that PYC will lead Stoke into clinic.
PYC’s third asset for APKD is due to enter clinic early next year. There is a competitor antisense therapy perhaps two years ahead (Regulus Therapeutics). As already mentioned above, PYC’s drug has several potentially competitive advantages (in both safety and efficacy) over the Regulus drug.
PYC’s asset for Phelan McDermid syndrome (PMS) is due to enter clinic next year. There is currently no competitor antisense therapy in development for PMS. Neuren Pharmaceuticals is developing an oral peptide therapy for PMS and will commence Phase 3 next year.
Neuren’s drug (NNZ-2591) has a broad action and addresses some of the symptoms of PMS but does not address the root cause of disease -haploinsufficiency of the SHANK 3 protein - like PYC’s drug.
Is this a cause for concern?
Not for me. I suspect it’s almost impossible these days to find a competition-free, commercially viable indication in which to develop a drug. Hence, it’s crucial that any drug chosen for development must have competitive advantage. Rohan has stated that each of the drugs that PYC is developing must have multiple layers of competitive advantage.
Rohan repeatedly emphasises the potential market size, but then references a competitor - thereby reducing the potential market size.....
All biotechs will reference the prevalence of the disease they’re chasing and will typically also provide a potential market size. As explained in all of PYC’s presentations (check the footnotes), the potential market size is calculated by multiplying patient prevalence in the indication by the median orphan drug price of US$150k p.a. (By the way, US$150,000 is not an exaggeration. Neuren’s first approved drug, DayBue, is priced at an average of US$375,000 p.a., after discount.)
I'm struggling to compare the two statements tbh.
Particularly in the early stages, all biotechs reference the total addressable market for an indication rather than how much of that market they think they’ll grab. In PYC’s case, one thing is clear - there is currently an unmet need in all indications it is pursuing. But one cannot know, if and when one’s drug is approved, if competitor drugs will still be standing and, if they are, how impressive their safety and efficacy profiles will be. PYC’s ambition is that, should there be a competitor therapy already approved when it enters the market, PYC’s drug will have a superior profile.
No drug ever sells to the total addressable market. Typically, further down the track, analysts will estimate a likely market penetration rate for a drug based upon things like its efficacy, safety, tolerability, patient convenience and price, as well as its “position in the queue”. There is no guarantee that being the first approved drug equals financial success. A drug can be first to market and still be a total sales dud.
Is anyone else concerned about not being 'first in the queue' and the potential of diminishing returns?
Not me. -
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He was suspected of being Bendigo. Maybe the mods worked it out.
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:27 - 236 reads
Posted by diatribe
IP 203.51.xxx.xxx
Post #529197 - in reply to msg. #529196 - splitview
piss off undies you and all your crap and tell that trade4 idoit to stroke it the lot of yous your a disgrace
Voluntary Disclosure: No Position Sentiment: None TOU violation
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:29 - 236 reads
Posted by bigdump
IP 210.49.xxx.xxx
Post #529199 - in reply to msg. #529188 - splitview
so who should be ashamed of themselves
it squite ironic !
Isn't talking to ones self a form of madness
Voluntary Disclosure: No Position Sentiment: None TOU violation
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:30 - 246 reads
Posted by diatribe
IP 203.51.xxx.xxx
Post #529201 - in reply to msg. #529199 - splitview
fark u 2 fool ramper
Voluntary Disclosure: No Position Sentiment: None TOU violation
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:35 - 242 reads
Posted by trade4profit
IP 144.139.xxx.xxx
Post #529204 - in reply to msg. #529197 - splitview
diatribe...
Here are the posts you refer to "6 - 8 weeks ago"...
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Subject copper strike.. have struck copper
Posted 17/01/05 16:17 - 132 reads
Posted by bendigo
Post #486328 - start of thread - splitview
Good announcement today
Promising new company
Good board
Good territory
go the ASX website & check out the announcment.
Cheers
Bendigo
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Subject re: copper strike.. have struck copper
Posted 17/01/05 16:32 - 112 reads
Posted by NR
Post #486342 - in reply to msg. #486328 - splitview
all ready on them bendigo......awaiting further annonucements.......
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Subject re: copper strike.. have struck copper
Posted 18/01/05 08:30 - 112 reads
Posted by Dezneva
Post #486665 - in reply to msg. #486328 - splitview
Yep, I agree. I know the people as well. They have a whole heap of old TEC ground. Its a great hit. and I think they are continuing the drilling.
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These were the first 3 posts ever on CSE.
Although Dezneva only posted "...I know the people as well...", I can see how you may have remebered that as "...the boss being a good bloke..."
Problem is, it was Bendigo he was replying to and not you!
How do you explain that?
Cheers!
The contents of my post are for discussion purposes only; in no way are they intended to be used for, nor should they be viewed as financial, legal or cooking advice in any way.
Voluntary Disclosure: No Position Sentiment: None TOU violation
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:40 - 234 reads
Posted by Rocker
IP 220.253.xxx.xxx
Post #529215 - in reply to msg. #529204 - splitview
well picked up T4P
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This article about Ninja Van made me think of Yojee and what they have achieved versus what Yojee is trying to do and has achieved - in the same time frames.
https://www.cnbc.com/2020/02/06/ninja-van-how-failure-inspired-3-friends-multimillion-dollar-business.html
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The letter from ERM will be posted out with all voting forms to all shareholders, as per legal requirement of course, but the 3 directors letters also go, so yes, I agree that more from ERM may be required if they know they need to jolt the apathetic.
Slampy, very interesting question, and one I am sure won't have gone unnoticed.
Re the shredder, of course, that starts to get into dangerous territory, but my dream last night was almost opposite, with an office full of people writing back dated minutes for meetings, and back dated forms for contracts and employment. It was a hectic dream, and I hope there's no reality in it at all.
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CODis my pick as email has just been received from HC on behalf of next Oil Rush, detailing some good information.
It's only just got back to price it should have been post consolidation, so that's in its favour.
Very little to sell, I like that, as it will move quickly.
Many won't have received the email yet as they're at work, etc.
Read more here.
http://www.nextoilrush.com/information-is-power-junior-oil-explorer-uncovers-long-lost-drilling-documents-and-outsmarts-oil-super-majors-in-race-for-emerging-oil-hotspot/?utm_source=HCMO
Looks good for next week. Be prepared!- *Removed* this post has been removed from public view
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Salty - howsabout an email update please imo!!- *Removed* this post has been removed from public view
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Lots of reading today!
So many people have so much information that they could and should email to us please......
[email protected]
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$1.13 |
Change
-0.020(1.74%) |
Mkt cap ! $659.0M |
Open | High | Low | Value | Volume |
$1.17 | $1.19 | $1.13 | $187.3K | 162.9K |
Buyers (Bids)
No. | Vol. | Price($) |
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1 | 5698 | $1.13 |
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Price($) | Vol. | No. |
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$1.15 | 938 | 1 |
View Market Depth
No. | Vol. | Price($) |
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1 | 5698 | 1.130 |
1 | 889 | 1.125 |
1 | 41479 | 1.120 |
4 | 84261 | 1.100 |
1 | 2000 | 1.050 |
Price($) | Vol. | No. |
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1.150 | 938 | 1 |
1.160 | 681 | 1 |
1.180 | 10000 | 1 |
1.200 | 25749 | 4 |
1.205 | 2270 | 1 |
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