shaken, not stirred.

If you please.

A game to be enjoyed, gloves off for all contenders.

A 3M dump today touching 0.037 was responded to with 2.2M filling the ranks up to the current buy at 0.04 within minutes.

Very curious, this rapid influx of orders.

Very curious, this rapid singular shake.



Let's look at the facts:

1. A deal is in the making, Amgen has put money on the table to fund the phase 2 clinical trial - for which single molecule data already provides safety and efficacy data, the risk here is minimal as the biological human data is already there.

And I quote:


"Patients who had received prior treatment with proteasome inhibitors responded much better to PAT-SM6 treatment than patients who had been previously treated with IMIDs or other chemotherapeutics.

This observation is very exciting as it indicates that PAT-SM6 may act synergistically with proteasome inhibitors (such as Carfilzomib) to induce better clinical responses.

Such a hypothesis will be tested in Patrys’ next clinical trial in which PAT-SM6 will be used in combination with Amgen’s Carfilzomib."


As they told us, the data already shows Amgen's drug class to work synergistically with theirs. This is biological human data, proven outcomes.


2. Their products have just been de-risked. Their entire portfolio is represented by their recent announcements, safe - potent - and market disrupting production costs.

2.1 see 10 year follow up announcement.

2.2 see SM6 clinical trial results.

2.3 see it grows on trees announcement. Published in PNAS!

article

PNAS is one of the world's most-cited multidisciplinary scientific serials.



3. Multiple revenue streams incoming

3.1 see SUPER DOT cancer diagnostic at Mac Uni

Cancer diagnostic fella, massive over achiever, click at your own risk.

3.1.1 Funding from Government, state of art facility, cutting edge.

3.2 Gastric Cancer out licensing

3.2.1 Asian biotech conference presentation in next quarter
investor presentation

3.3 Amgen/onyx licensing deal.


4. $10.3m cash in bank, the strongest cash balance since 2008. See previous quarterly announcement.

4.1 35% of the current market cap, in CASH, not including millions in physical assets, Intellectual Property platform, heavily networked in Academia/industry/government which serves to minimize risk.




The biotech sector in general is spooked right now. Success in the industry centres on risk management. This is why, despite the short-term dancing, multi-bagging is on it's way IMHO.

The business fundamentals on Patrys have all the ducks lining up in a row. A technical analysis of the stock price, will say precisely the opposite to the day traders.

Currently, while the timing of ideal entry point appears uncertain, the ultimate movement, IMHO, is anything but.