Hi all,That Hashan De Silva article certainly has hit the...

Hi all,


That Hashan De Silva article certainly has hit the target.

Have a look at this YouTube by Hashan a month ago .

https://youtu.be/yXzEazeyaEs?si=zKu_BPic-wkCvlmx

At the 35 minute mark he extrapolates on SNT. We are lucky to have his likes as an Non Executive Director ( how often do you see that quality portrayed to ourselves).

He has taken my eye on his scientific knowledge. It's rare to get someone who is a hi tech investor and yet compliments that with his science acumen.

Onto his condensed thoughts from his last post 24 hours ago.

https://www.livewiremarkets.com/wires/the-asx-listed-biotech-set-to-unlock-significant-value

"Focused on rare and underserved diseases like myelofibrosis (MF), Syntara is advancing three promising compounds into Phase 2 clinical trials, supported largely by non-dilutive funding. With an estimated ~US$3 billion market opportunity for MF in the U.S. alone, key clinical milestones on the horizon, a highly differentiated product pipeline, a potential accelerated path to market, and with comparable acquisitions in MF indicating ~50x upside from current levels, Syntara is positioned as a biotech company with significant upside potential and one to watch closely".

"At KP Rx we focus on identifying and investing only at key inflection points – moments when we believe material value creation is imminent, maximising returns for our investors".

"We believe that Syntara’s time has finally come and we acquired our first major stake of the company on 23rd September and Hashan is a Non-Executive Director on the Board of Syntara".


"Syntara is currently running three Phase 2 clinical trials with another three due to start next year, mostly funded by nondilutive capital. This is truly incredible for a company with a market cap of just ~A$60m".


"As discussed earlier, these newly diagnosed asymptomatic patients have no treatment options with very few options in clinical trials as well. If SNT-5505 is shown to work in this patient population, this would mean that SNT-5505 becomes the backbone treatment or SoC for MF patients".

"Syntara is approaching a series of significant value-unlocking catalysts that we believe make it a compelling investment opportunity at this stage of its lifecycle".


1.Phase 2a Combination Trial Results – 10th December.

2. Feedback from FDA – mid 2025

3. Robust Phase 2 Pipeline providing readouts over 2025 and 2026

Our Non Executive Director closing remarks .

"We have conducted a comprehensive review of competing assets in development and remain confident in SNT-5505’s competitive positioning. Its unique mechanism of action targeting fibrosis and its promising safety and efficacy signals differentiate it from current and pipeline therapies. Furthermore, Syntara’s focus on demonstrating disease modification – a gap in the current SoC – bolsters its potential value, even in a shifting landscape ".

Doesn't one wish all non executive directors give their considered thoughts similar to Hashan, it would make life easier.

Anyway to my knowledge, two more high worth investors have come aboard SNT in the last 48 hours.

I wish to thank @NZT for mentioning a long time back on another Company thread to look at SNT. I mentioned it to 4 other investors and 3 have joined as well .

Then along came the commentary of Hashan. I am sold.

Kpax