Benitec Fails to Fly

Well, after an intense week of waiting for Benitec (ASX : BLT / NASDAQ : BNTC) shareholders, we now know that BLT failed to fly. It’s had relatively mute coverage but I have heard fairly consistent feedback through my US investor network. The first bit of info is that BLT didn’t have remotely the subscription demand it needed to price…

Immuron’s Revolving Door

Immuron (ASX : IMC) is one of those Long Tail companies that has become such an entrenched part of the fantasy and delusion of ASX biotech that it would be hardly worth a mention, were it not for recent events. At some stage I will write a longer piece as to why IMC’s technology is…

Clinical Trial Communication Matters

Over the past few months I have poked several companies in the eye for the appalling quality of their clinical communication. I have specifically paid attention to Novogen (ASX : NRT), Benitec (ASX : BLT), Regeneus (ASX : RGS) and a few others. It is my position is that there is a consistently low quality and sensationalist ethos…

NASDAQ BLT debut? You can’t be serious…

Originally I had planned to set aside a few hours later this week to write a brief comment on Benitec’s (ASX : BLT) shiny shiny new investor deck as well as the recent announcement about their “exciting” collaboration with Reneuron. My interest in BLT had been piqued again because of the updated presentation and fairly aggressive re-work of their…

No Bacon in BLT

What do you think of my bacon gene silencing gag, pretty cool eh? I do love the sizzle of bacon… Firstly, I would like to start this blog post by apologising to Benitec, and particularly Peter French (CEO). In my last entry, I broke one of my own purported rules and that was not to…