biOasis Technologies Ord Shs V.BTI.H

RE:RE:RE:RE:RE:RE:Last day for tax-loss selling is today!

[prophetoffactz]

"Bioasis placed their values on the Chiesi LSDs, pure and simple."

With Chiesi soon a strategic player in LSDs given approval for Fabry and xB3 validated to an IND filing, given the first Chiesi deal was worth US138 million will the second LSD deal for the rest and largest LSD opportunities be worth significanlty more than US$1 billion? Denali has also validated delivery to the brain.

Chiesi's Fabry asset was still awaiting hard clinical data and was without FDA/European approvals or filings. Chiesi was not a strategic player in LSDs. It only hoped to be with Fabry as a strategic asset to build around. The xB3/Chiesi deal may have been for Fabry and three other small LSD opportunities. BTI kept the larger opportunities like Gauchers and Hunter for its pipeline, etc. BTI only licensed 4 LSDs to Chiesi.

What could the next Lysosomal Storage deal be like with Chiesi? Chiesi could have FDA and European approval for Fabry. Chiesi could have validated xB3 to an IND filing. With a strategic position in Lysosomal Storage xB3 becomes more strategic to Chiesi and more valuable should Chiesi wish to be a major player. 

Biodexa could have clinical trial infrastructure to enter a development alliance for Hunter and Gauchers, etc., further adding value in a deal. The development alliance could cover all LSDs not in the current 4 LSD deal. If Chiesi likes xB3 it could even enter a broader licensing deal beyond LSDs. Perhaps Q-Sphera could also be part of an LSD and broader deal.

Biodexa says it will release preclinical Hunter data in Q2. What's that about since BTI has long ago released preclinical Hunter data from Scarpa. Being years behind Denali for Hunter ideally Biodexa has advanced the technology in some manner.