biOasis Technologies Ord Shs V.BTI.H

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Some Thoughts in Summary

[prophetoffactz]

"The current fire sale for which Bioasis is being offered up for would lead a person to come to one of two logical conclusions, that XB3 does not work or that something more nefarious is afoot." 

We are in the worst biotech bear market in history. It's been like a 1-in-100 year flood wiping out Biotech City. A 1-in-100 year pandemic requiring massive money printing to keep the system from collapse and the largest war in Europe in 70 years(Putin/Ukraine) sent inflation to a 40 year high. Central banks have been slamming on the brakes in the sharpest and fastest interest rate hiking cycle in modern history. The market doesn't want cashflow that may be 10 years out with a big burnrate to get there and biotech-size risk on the way at a time of high inflation and inflation uncertainty. How's it suppose to earn a return commenserate with the risk on top of all that? What's the value of 1 biotech dollar in ten years with inflation hitting a 40 year high of 9%, and given the burn rate in biotech, and the fact most preclinical biotech fails? Again, there needs to be a return on top.

The S&P Biotech ETF has lost over half its value off the high and that includes companies that make money today. 25% of biotech has been trading below the value of the cash on the balance sheet. In other words, the value of the science has been negative. Catastrophic. The market doesn't like concept stocks in this macro environment and xB3 may still be years from a clinical trial. Denali has a lead of years.

Midatech and BTI shareholders were both wiped out by this 1-in-100 year flood. They are trying to join hands to recover from the catastrophe. Whereas BTI has xB3 Midatech has platforms of its own, including Q-Sphera. Whereas BTI has the EGF platform near trials Midatech is already in clinical trials with its lead asset and is partially de-risked. Midatech's glioblastoma asset is a $5 billion opportunity. Together Midatech and BTI have secured potentially US$20 million to get them to key hard data milestones in a tough market should the stock respond as expected to positive catalysts. Perhaps xB3 and Q-Sphera could also be used togther to create next-gen products that lead-frog Denali.