Seeking Alpha

brama66

brama66
Send Message
View as an RSS Feed
View brama66's Comments BY TICKER:
Latest  |  Highest rated
  • Cell Therapy Commercialization Not A Fit For Big Pharma Model [View instapost]
    Agree with you both. I think most are holding their breath for efficacy. Once that happens, it will essentially demonstrate that ddRNAi is bot safe AND effective. And that means it is so for a platform, not just a "drug".
    Aug 20 03:33 AM | Likes Like |Link to Comment
  • Gilead: More Good News For This Biotech Juggernaut [View article]
    I really am happy for you. So many people need to be cured of this wretched disease. And the virus's patent made it impossible until now. Can you imagine the lives saved if these drugs were out 20 years ago? Crazy.

    And let's not forget GS5816 coming on its heals.
    Aug 18 12:16 PM | Likes Like |Link to Comment
  • TT-034 Clinical Trial Management [View instapost]
    I doubt they will. But one thing is sure, many of them will quietly back down after be shown with facts just how baseless their complaints are. I think many thought that benitec would be "quick money", and had unrealistic views regarding how share price is valuated.
    Aug 17 09:06 PM | Likes Like |Link to Comment
  • TT-034 Clinical Trial Management [View instapost]
    Thanks again, Panno. Yes, this has been explained even by others familiar with clinical trial processes, and yet many continue to be critical of management. I personally believe it is an attempt to legitimize illegitimate anger for a share price that is not at their assumed level. I think part of that is because many of us, myself included, believe in the tech so much, that we are all still amazed that the share price is still so low. Regardless, shareholders need to be aware of the facts, and not allow unrestrained, and rather illogical anger to be vented misdirected. Thanks for the insight Panno.
    Aug 17 07:41 PM | Likes Like |Link to Comment
  • Gilead: More Good News For This Biotech Juggernaut [View article]
    For some reason, everyone keeps forgetting to mention ledipisvir, which is going to treat genotype 1 hepatitis C sufferers without riba or interferon. I personally believe this will be bigger than Sovaldi alone, since many are anticipating its arrival, and are waiting to treat WITHOUT the nasty side effects. This is slated to happen this October!
    Aug 15 10:10 AM | 7 Likes Like |Link to Comment
  • Benitec's DdRNAi Targeting Fight Against HIV [View article]
    Great article Panno, giving Benitec investors and lay ddRNAi researchers a great compilation of current research and usage. Thanks again for your succinct contribution!
    Aug 13 12:11 PM | Likes Like |Link to Comment
  • Has Gilead Priced Sovaldi Too High? [View article]
    You're comparing apples to oranges. Inhibitex's drug was a nuc poly inhibitor, and TT-034 is a viral vector delivered RNAi. I agree that drug discovery has often high fail rates. But your response only throws a failed therapy into the discussion as if we were talking apples to apples. ddRNAi is completely different. Even the RAC gave Benitec a big green light. Benitec did their homework, demonstrated its safety profile in over 80 NHP (non-human primates), knocked out the virus in just 10 days, and has been used in the Calimmune HIV trial as well...which is soon starting its second trial.

    Your comment shed no new light on Benitec's technology, which I have said before, has already demonstrated itself it the most important hurdles: Safety and Mechanism of Action. No side effects from the first patient, and shRNA were detected upon biopsy. It's doing what its supposed to. All they need to do is increase the delivery to have the RNAi work faster than viral replication.

    Anything is possible, I will grant that. But the Inhibitex comparison is inappropriate.
    Aug 6 11:46 PM | Likes Like |Link to Comment
  • Has Gilead Priced Sovaldi Too High? [View article]
    I'm inclined to respectfully disagree with the last portion of your statement. Their first patient already demonstrated safety was no issue, and it produced the shRNA molecules necessary to knock down the Hep C virus. It shows that it works, and is safe. All they need to do is up the dose to therapeutic levels. The "substantial research" has pretty much been done, and the first patient has confirmed that.
    Aug 6 10:38 AM | Likes Like |Link to Comment
  • Has Gilead Priced Sovaldi Too High? [View article]
    That's why I'm rooting for benitec Biopharma. When they demonstrate that they can cure all genos of hep c with one injection, with no side effects, in about ten days, at possibly even just half the cost of Gilead's,... Sovaldi may just yet get knocked onto its @$$. I agree about the price being too high. Unfortunately, I also believe the fact that innovation being hampered by regulation of price. It's a catch 22. I do believe that Sovaldi, and soon Sovaldi and ledipisvir combo in October is an amazing combo to kick this virus. I find it funny that the author seems to forget that many people who started old treatment, often never finished or came close to finishing due to the horrendous and often permanent side effects. Whoops, Kanak Kanti De.... Did I just provide you with some missed data that wasn't shared by Gregg Alton, Gilead's Vice President? I'm sure if Gilead's price was a chunk lower, more insurances would be happier to pay, gilead would still get their money and profit, and more patients would be cured. But don't think for one minute that very standard of care patient dolled out the whole amount to treat, when they could barely handle the first interferon injection. Go talk to a few hep c patients and hear what THEY have to say about old standard of care. I applaud and admire the strength of those that tried multiple times to treat with standard of care.
    Aug 5 05:30 PM | 4 Likes Like |Link to Comment
  • Some Elegant Biotech Platforms I Read About While Looking For The Next Regeneron [View article]
    http://bit.ly/UIloLb

    Regarding Calimmune.
    Jul 29 08:59 AM | Likes Like |Link to Comment
  • TT-034 Safety Shown In First Patient Dosed [View instapost]
    Commercializing what? A technology that wasn't even safe for human trials yet? TT-034 took about ten years to develop into a viable therapy. A smart company licensed their tech out while still working with TT-034 themselves to generate revenue the only way they could without a yet comercializable product. Additionally, it sounds as if you are unfamiliar with the past background of fighting for their IP and patents that they had to do just to keep their tech as theirs, which narrowed their patent time. This company has fought tooth and nail to not only keep their IP and patents, but also pressed forward to not only develop TT-034, but also have their first in man trial. When you do the research completely on how this company fought to survive, it is actually quite the underdog biotech story if you ask me.
    Jul 28 09:42 AM | 1 Like Like |Link to Comment
  • TT-034 Safety Shown In First Patient Dosed [View instapost]
    Thanks Panno! It's intriguing to think about the domino effect of transduction led to shrna being produced, which leads to a strong conclusion that viral knock down is highly likely. It would be interesting to see future data, since the effect is supposed to last the life of the liver cell.

    Panno, I'm assuming that therapeutic levels are those in which the shrna is produced at a greater rate than HCV viral replication?

    Anyways, a great update. You are always succinct, and Benitec followers greatly appreciate that.
    Jul 26 12:20 AM | 1 Like Like |Link to Comment
  • Benitec: The Health Payer's Dream Biotech [View article]
    Russet, I'm hoping that you realize that he adr serves the purpose of a Nasdaq bridge. It gives US investors the better ability to invest in benitec in area they might not have been able to, ie mutual funds. It might also be that those funds are more willing to be invested in when the sp is higher, hence a reconsolidation for said purpose. The ASX is highly susceptible to manipulation, therefore it is highly possible for benitec to receive a warning about its share price without actually having any direct knowledge to its cause. All one has to do is read the threads on Hotcopper to see that. Additionally, hypothetically, if BTEBY ever got to $100 per share, it wouldn't change my profit. Why? Because it is based on the Australian stock, not a US company's stock. Until they list on the Nasdaq or reverse split BTEBY in the future, it technically is not a reverse split.

    As far as prognostication, I think the sp will actually see more activity once the results of the fourth patient comes through, and efficacy is seen. I think THAT personally will do more for positive share price. They have plenty of money to cover this trial and to initiate a few others. It is possible that more investors may come into the picture once efficacy is demonstrated. Today's news is just a huge step closer to that realization.

    I think personally that any capital raising may wait until next year. I think benitec may be wanting to wait for maybe the efficacy to show up before they move. Just my opinion though.
    Jul 20 10:28 PM | 5 Likes Like |Link to Comment
  • Benitec: The Health Payer's Dream Biotech [View article]
    "IMO, while the technology is probably sound, the guys sitting on it (Benitec) are interested in helping nobody (shareholders included) so much as themselves."

    Russet, would you be willing to expound on this comment about Benitec? I'm just curious as to why you think this. Thanks!
    Jul 20 10:28 AM | Likes Like |Link to Comment
  • Obama wants action to halt the rush of U.S. companies moving abroad [View news story]
    That's why we need a flat tax rate. Period. Eliminate loopholes, income tax payment inequalities, and government waste and red tape.
    Jul 17 11:52 AM | 1 Like Like |Link to Comment
COMMENTS STATS
61 Comments
34 Likes