biOasis Technologies Ord Shs V.BTI.H

Gene Therapies

[JDavenport]

Pof says, "Gene therapies can be very expensive and still have risk."

Gene therapies, especially with the advent of CRISPR, are highly likely to be the therapies of choice for monogenetic diseases, as I believe most of the important LSDs are. The cost will likely be handled by annuity types of payment schemes.

Let's say that Chiesi and Protalix patent an xB3-PRX102 drug. That patent should be good for 20 years. The problem lies with technologies like gene therapies that could come into use in 5 years, or even 8 or 10 years from now. That would cut the revenue-generating capabilities of a patent for xB3-PRX102 by 50% to 75%, maybe even by 90%. That raises a big question about the revenue that xB3-PRX102 could generate and the current value of that drug, especially if the drug takes 5 years to be approved by the FDA.

I think there's a serious question about the ultimate value of the Bioasis/Chiesi deal to anybody. The value of the deal to Bioasis is already set. No matter what, it's $3 million up front and $138 million in milestones for the four LSDs. It's a big question to me whether the royalty will ever be worth anything.

The big deals for Bioasis don't lie with that deal, I don't think. The value is with oncology, xB3-004, progranulin, PD, MS, AD, and a host of other drug/disease combinations that haven't even been discussed yet.

I predict that when PRX102 and the ProCellEx plant cell-based manufacturing process are finally approved by the FDA that the event will mean absolutely nothing to Bioasis investors.

There is so much more that is worth so much more.

jd

[prophetoffactz]

That's just capitalism. There is usually someone trying to do it better on the horizon. The problem with drug development is the notorious developmental risk and timelines and trying to convert people already on a therapy after they've been using one they may be comfortable with. Who has the lead gene therapy for LSDs in clinical trials? Given it is a potential one time treatment do they

[JDavenport]

Lol, yup, it's just capitalism, pof, survival of the fittest.    That's swell if you're the survivor, pof. I don't think that enzyme replacement therapies will be a big deal, maybe not extinct but at least on the threatened list.   Why do you suppose that ArmaGen was able to enter a deal for Hunter syndrome with Shire for $15 million up front and $225 million

[prophetoffactz]

"Lol, yup, it's just capitalism, pof, survival of the fittest.    That's swell if you're the survivor, pof." That's why you diversify. Invest in compelling risk/reward opportunities, spread your risk.  "Why do you suppose that ArmaGen was able to enter a deal for Hunter syndrome with Shire for $15 million up front and $225

[JDavenport]

Pof, do you really think that IND status for one LSD enzyme replacement therapy is worth $225 million with $15 million up front compared to $138 million and $3 million for four LSD enzyme replacement therapies? You do realize that there is no R&D to do for these ERTs, that the LSDs are well studied and the enzymes are known for them all.  Of all the programs that Bioasis has developed

[prophetoffactz]

"Pof, do you really think that IND status for one LSD enzyme replacement therapy is worth $225 million with $15 million up front compared to $138 million and $3 million for four LSD enzyme replacement therapies?" That's not what the Armagen/Shire deal was. The $15 million upfront included an equity investment. An equity investment represents a proportional investment in every other

[JDavenport]

I've just slapped this post together because I'm too busy to make it shorter and more concise. A book could be written about the science and commercial attributes of the stuff I've written here.   Whether you realize it or not, pof, you're getting closer to making my points that LSD enzyme replacement therapies (ERTs) have declining values.    Given this

[prophetoffactz]

"We'll never know Shire's motives for certain but we do know that the deal was specifically for AGT-182." Taking an equity stake in Armagen means Shire took a stake in Armagen's portfolio beyond AGT-182. To say you know for certain it was only about AGT-182 is absurd. Armagen had a platform and was developing a number of opportunities.  "The company is developing

[JDavenport]

Pof, STOP!! AGT182 is dead, dropped.  Shire was bought by Takeda. And Armagen was bought by JCR. Both Shire and Takeda funded Armagen, but it's gone. And Takeda and JCR are partners with J-Brain, which seems to employ a little of Armagen's technology. You're trying to salvage something that's moot. AGT182 - dead as a dodo bird. And it looks like Shire's milestone

[MBT123]

How fast you flip the script once you weren't getting your pesos for "writing" is actually comical! Man to be so wrong on everything and still put out (mis)information is actually remarkable!  The market has never lied unlike you! .15pennies..hahahaha You made out with a fortune at .30 pennies..Dr.R is really crushing it I feel the tingling in my chain jar! 

[JDavenport]

Yo, MT, I wrote 6 and 8 years ago that the value of LSDs was declining and that if Bioasis didn't get going they'd lose that commercial opportunity. And Bioasis has publicly revealed nothing about LSDs beyond early preclinical stuff. There is some money to made in LSDs, but the drugs are so expensive that it is one area where gene therapies could be a hands-down winner.   I haven&

[prophetoffactz]

"Yo, MT, I wrote 6 and 8 years ago that the value of LSDs was declining and that if Bioasis didn't get going they'd lose that commercial opportunity...There is some money to made in LSDs, but the drugs are so expensive that it is one area where gene therapies could be a hands-down winner." Eight years ago you were touting gene therapy and there still is no LSD gene therapy on

[JDavenport]

I think you need to start following gene therapy, pof, years late, but still... You are a funny man, pof. You have made thousands of posts over dozens of forums with many aliases, been banned by Stockhouse, and here you are, trying to argue stuff that you know very little about. Go read up on gene therapy, pof. (Isaacson's The Code Breaker, or maybe something more scholarly.) I know, you