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biOasis Technologies Ord Shs V.BTI.H


Primary Symbol: BIOAF

Bioasis Technologies Inc. is a Canada-based biopharmaceutical company focused on research and development of technologies and products intended for the treatment of patients with nervous system, including central nervous system, diseases and disorders. The Company is engaged in the development of its xB 3 platform, which is a peptide-based technology, for the transport of therapeutic agents, in particular biological products, across the blood-brain barrier (BBB). It is focused on both orphan drug indications, including brain cancers, and rare genetic neurodegenerative diseases and neuroinflammatory conditions. The Company is also focused on its Epidermal Growth Factor (EGF) platform for treating rare and orphan neurodegenerative and neuroinflammatory disorders. EGF is a protein that stimulates cell growth and differentiation, notably for myelin producing cells. Its development programs include xB3-001: Brain Metastases, xB3-002: Glioblastoma and xB3-007: Neurodegenerative Disease.


GREY:BIOAF - Post by User

Post by Boomskidon Dec 27, 2022 4:59pm
296 Views
Post# 35192811

The Play Is for xB3

The Play Is for xB3
This a follow-up in support of emmitfitzhume's excellent post. We're on the same page.
 
Also, zwerp2000, I admire your fight but it's not possible to support your statement that there is no value to xB3. The deal is all about xB3. The things that the Midatech CEO is pumping are all xB3-related programs.
 
If there was no value to xB3 then this deal would never have been pursued with such effort over the last 18 months by such big players as Lind, Ladenburg Thalmann and Stephen Boyd of Armistice (LT & The Placee). 
 
More importantly, there is nothing about Bioasis that is worth much of anything in comparison to the potential value of xB3. 
 
I believe that Cresence and Midatech are just tools being employed by Dr. Deborah Rathjen and LT & The Placee. By the deal's own revelation, the Cresence intellectual property will be worth what Bioasis paid for it, 5,733,337 shares, or just 0.6% of Biodexa. It's almost worthless in the deal.
 
As a tool, I think it possible that the Cresence EGF intellectual property was obtained and used by Bioasis to give the company something to tout that would take investors and shareholders' eyes off the real target in the deal, xB3. It also allowed Bioasis to call itself a "clinical stage" company. And it allowed Bioasis, possibly at the urging of LT & The Placee, to remove almost all emphasis on xB3.
 
Midatech was also chosen because it is of low value, its need to retain its NASDAQ listing, and that its value could be increased by the Bioasis deals, mostly unresolved, and some minor xB3 licences to advance its in-house technologies. There is room for Midatech/Biodexa to "accrete." 
 
I say minor stuff because Biodexa will end up with xB3-EGF, xB3-Q-Sphera, Hunter syndrome and some other minor stuff, the value of most of which will depend on xB3. To that degree, xB3 is being pumped. Biodexa may never get a sniff of the larger xB3 projects, oncology and neurodegenerative diseases, unless it's in the form of upfront payments and royalties on licensing deals. But DrDR never got any serious money out of any deals, not by the measurement of the Chiesi, Neuramedy and Prothena deals. Those aren't bad precedents if Biodexa ends up needing to justify a cheap deal for anything relating to xB3.
 
Granted, it's also possible that LT & The Placee intend to make a play with Biodexa and will leave xB3 ownership with the company. Even if absolute control of Biodexa is not immediately exercisable, they can get absolute control over it whenever they want. 
 
It think it's also possible that Lind worked in concert with LT & The Placee, first to keep Bioasis funded while the deals were done, which was needed. Secondly, or maybe primarily, Lind created a fail-safe deal closer for the team, the immediate foreclosure on Bioasis debt if Bioasis shareholders rejected the deal, leaving Lind in possession of all Bioasis intellectual property. As a result, I think it's corporate suicide for Bioasis shareholders to turn down the deal.
 
Midatech's CEO, Stephen Stamp, is pumping the Midatech programs, the Cresence EGF programs, the Chiesi and other deals, and Hunter syndrome, laughably being touted as Bioasis's lead program. All of the touting is based on success of xB3. The deal is all about xB3. And yet promotion of the value of xB3 with oncology and neurodegenerative diseases has been almost eliminated for months. 
 
The pumping of xB3 by Stephen Stamp but not by Dr. Deborah Rathjen reminds me of the poem, "Phyllida And Corydon," where "He would love, and she would not" and with an ending like that in the poem, "And Phyllida, with garlands gay, Was made the lady of the May."
 
But I suspect it's all legal. It will all go down to either the ineptness of Dr. Deborah Rathjen, both in the operation of Bioasis and the negotiation of this deal, or that she helped set up the deal with the interests of herself and others, not of Bioasis shareholders, being preeminent. 
 
Voting no to the deal will likely result in the loss of the Bioasis assets. 
 
Calling in regulators could cause the players to withdraw, leaving Bioasis to default on its loans and for Lind to acquire the IP, anyway, and free to sell it to anybody. 
 
It's over.
 
Go with it. See if The Players will allow you to have a win with Biodexa, which could happen even if somebody other than Biodexa owns the xB3 Platform.
 
And  if I take action against Bioasis for non-payment, perhaps even for fraud, and also go to regulators, or if you go to regulators, would the players pull out, leaving Lind free to foreclose and Bioasis shareholders with nothing, and me with nothing?
 
It's all about xB3, folks, and I think they will get it, no matter what. You can only make it worse by arguing. Thank you, Dr. Deborah Rathjen. 
 
JD Boomskid
 
 
P.S. Gotta love those prefunded warrants that Armistice bought. Biodexa gets the money but the warrants will remain unexercised so that Boyd/Armistice won't have a control position in Biodexa, more than 9.9% of its voting shares. I wonder how those warrants will eventually be played. 
 
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