DelMar Pharmaceuticals: A Small Cap Worth Considering

Dutch Trader profile picture
Dutch Trader
1.24K Followers

Biotech has always gotten my attention. I follow a handful of authors on Seeking Alpha and some other websites who write about this subject. I personally like to write about the biotech market and put money where my mouth is.

Looking for the next gem is hard work, and investing in the biopharmaceutical sector is not for investors with weak hands because you can end up losing your money. That said for those with the risk tolerance investors in this sector can help benefit patients enrolled in the thousands of research programs worldwide who often do not have another treatment option.

After reading several articles (here and here) on Seeking Alpha about DelMar Pharmaceuticals (DMPI.OB), I wanted to learn more about the company myself.

Investment Thesis

DelMar Pharmaceuticals is a clinical & commercial stage oncology company that has a well-validated lead drug candidate VAL-083, that holds commercial rights to their lead product in China. The management has a history of successful exits: Matrix and Chemgenix.

VAL-083

The company has a lead product candidate called VAL-083. VAL-083 is a bi-functional alkylating agent, with potential antineoplastic activity. VAL-083 crosses the blood brain barrier (BBB) and appears to be selective for tumor cells. This agent alkylates and crosslinks DNA which ultimately leads to a reduction in cancer cell proliferation. In addition, VAL-083 does not show cross-resistance to other conventional chemotherapeutic agents and has a long half-life in the brain.

The product has been marketed in China for over 20 years, primarily for the treatment of hematologic cancers and lung cancer. VAL-083 also benefits from an established North American safety and efficacy dossier comprising more than 1,000 patients and an investment of more than $50 million by the National Cancer Institute in the United States. VAL-083 is supported by numerous preclinical and more than

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Dutch Trader profile picture
1.24K Followers
Blogger, Self-Made Analyst, Trader, Investor, Crowdfunder and Poker Fan. I have been ROCKED because of some independent, well-written and researched (biotech) articles in the past.Unfortunately, I can't write, reply or comment anymore on this platform. I wish I could turn back time, because investing and investment writing is my passion, but I can't so don't expect me to respond!The name "Dutch Trader" refers to The Golden Age. This was a period in Dutch history, roughly spanning the 17th century, in which Dutch trade, science, military, and art were among the most acclaimed in the world.Dutch ships hunted whales off Svalbard, traded spices in India and Indonesia (via the Dutch East India Company) and founded colonies in New Amsterdam (now New York), South Africa and the West Indies. In addition, some Portuguese colonies were conquered, namely in Northeastern Brazil, Angola, Indonesia, and Ceylon. This new nation flourished culturally and economically, creating what historian Simon Schama has called an "embarrassment of riches". Speculation in the tulip trade led to a first stock market crash in 1637, but the economic crisis was soon overcome.In 1602 the Dutch East India Company was founded. It was the first-ever multinational corporation, financed by shares that established the first modern stock exchange. This company received a Dutch monopoly on Asian trade and would keep this for two centuries. It became the world's largest commercial enterprise of the 17th century. Spices were imported in bulk and brought huge profits, due to the efforts and risks involved and seemingly insatiable demand. To finance the growing trade within the region, the Bank of Amsterdam was established in 1609, the precursor to, if not the first true central bank.My background is Management, Economics, and Law. This I studied at Fontys Business School in the Netherlands, with specialization in Banking and Insurance. My passion is investing, writing, traveling, history, swimming, playing chess and enjoying my family. I love to analyze companies and sectors and write about it. Unfortunately, my ignorance and naivety dragged me into scrupulous adventures from rogue promoters.Main points of writing and investing interests: China, Biotechnology, Consumer, Energy, Mining, Dividend, OTC Market, Food, Robotics and many other themes and/or sectors.As an investor, I have a bias towards value investing and the markets. All opinions are my own and do not represent the views of my employer.Valuation metrics play an important part of my investment strategies. My investment philosophy is Unloved, Underowned and Undervalued.One of the best investment quotes is: The key to making money in stocks is not to get scared out of them from Peter Lynch.Do you have any business proposal(s) or question(s), just write an email to tarproinvestments@hotmail.com Good Luck!Dutch Trader, The Netherlands================For the Securities Disclaimer & Disclosure, read:http://seekingalpha.com/instablog/169406-dutch-trader/4899478-securities-disclaimer-disclosure

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