TSXV:BTI.H - Post by User
Comment by
JDavenporton Aug 31, 2022 11:48am
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Post# 34932502
RE:RE:RE:RE:RE:RE:RE:Denali Hunter Data
RE:RE:RE:RE:RE:RE:RE:Denali Hunter DataWith four LSDs already included in the Chiesi deal, pof, maybe you could give us a list of LSDs that could be included in that list and the broader list about which you're speculating.
Frankly, I don't think that Chiesi will ever get to even four marketable LSDs. I think that gene therapies will be curative for LSDs and will eliminate the enzyme replacement therapy markets, or lessen their values to points where nobody's interested.
I think the larger deal with Chiesi (and Protalix) is with xB3-004 and xB3-progranulin. I think that Chiesi, Protalix and Bioasis recognize that ProCellEx, if it works well with xB3-PRX102, could be proof of concept for ProCellEx versions of xB3-004 and xB3-progranulain. ProCellEx may have the potential to produce very capable and inexpensive xB3 drugs.
Let me state it more clearly, albeit in a purely speculative manner, that the Chiesi deal may have been largely a smokescreen to immediately provide help to Bioasis and to allow work on other things to secretly progress between the three companies, Bioasis, Chiesi and Protalix.
All of this is speculation that could be completely untrue, but I nevertheless want it on the record, which is the only reason I have ever posted it.
Bioasis is way too opaque to assess in any real manner, which is part of the reason investors won't touch it, YET.
jd