BIT 3.23% 3.0¢ biotron limited

rgc68 - thanks for your comments. I'm appreciative of you taking...

  1. 233 Posts.
    rgc68 - thanks for your comments. I'm appreciative of you taking the effort to comment even though you are not a holder.

    I had a quick look at the BLT announcement and their trial appeared to be Phase 1/2a. It is possible (I speculate) that BLT changed track based on how their trial was progressing.

    I'm interested in your comment around seeing a drop in HCV trials. Do you work for a pharma or a CRO?

    In terms of a dropoff in HCV trials, the current marketplace is definitely discouraging new entrants. So it is not clear to me if a dropoff in new HCV trials means there is less value in pursuing BIT225 for HCV.

    While I accept that Gilead and AbbVie are ruling the HCV marketplace I see other big pharma as trying to continue to crack the market as the market is worth $$$ and particularly in 1st world countries not the 3rd world.

    What am I missing? Please help.

    A parrallel and more sinister theory that is taking shape is that management and the board of BIT is taking the p*ss. I don't naturally take to conspiracy theories but I am sceptical that this company has not practiced management or board renewal in a long time.

    Grateful for all of your thoughts.
 
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