Liminal BioSciences Inc. LMNL

Back from holiday, just listen to the AGM... my take:

[Biofinder]

China deal killed because 4050 more valuable for WW pending deal.

 

4050 deal has been agreed in principle, details now being worked out.

(summer)

 

Ryplazim works in all patients 100% of the time, no exceptions!

(and with zero adverse side effects)

 

Pediatric voucher is in the bag, but timeline is uncertain.

 

4050 REVERSES FIBROSIS in 5 organs/systems - unbelievable!

 

4050 works in Alstrom patients - THE most difficult of all fibrosis patients.

 

52+ weeks of proven clinical data that 4050 works in Alstrom patients.

(efficacy maintained! and improved! safety is a non issue/very safe)

 

4050 clinical data -> the longer patients take 4050 the better the results.

 

4050 has clinically proven activity, and is safe and well tolerated.

 

Increasing 4050 dosage to 1200mg in IPF phase 3 trial (significant!)

 

4050 and Ryplazim = full spectrum of IPF treatment.

(Prometic will own the IPF market by 2021)

 

PBI-4050 = BLOCKBUSTER ($50+ Billion USD WW market potential)

Ryplazim = BLOCKBUSTER ($8+ Billion USD WW market potential)

 

I’ll let the morons on this board worry about money (and post accordingly)

This investor is NOT worried about financing or dilution 

I’ve seen this movie before...

This drug pipeline (4050 and Ryplazim) is so revolutionary, and 

The market potential is so vast ($58+ Billion), that

Financing and dilution means nothing.

 

PPPS will change the industry.

 

My Only Concern: the timing of reverse split for NASDAQ listing...

 

Everything appears to remain on track for 2020 imvho.