PAR Discussion 2022
- Thread starter zeeb0t
- Start date
Mozzarc
Emerged
Zeeb0t...good question.
Let me start off with the Lowlights as I don't think there are a lot....
LOWLIGHTS
1) Share price is Kaput
Its oh so low...I mean it is crazy low...actually this point could be in the Highlights section too, it, in my opinion and not advice in any sense of the word, could be the biggest opportunity we may get....
This crazy low price draws many to conclude that something must be wrong. Via my research I cannot find anything materially wrong with the product or the outcomes. Sure something may come outta left field...or extrinsically to the stock (err, world event?)...but in the medium to long term...I cant see anything on the horizon that makes me worried.
2) This isn't an over night thing
Actually this isn't even an over Quarterly thing either...we got some time to wait for before things start to really gather some steam....and boy, I think its going to be hot. (My views).
This is prob the biggest factor as to why we are so supressed at the moment....the length time frames recently got pushed out a bit more...this frustrates a lot that just don't have the time or the patience to really hold for that long.
3) I'd have to put in some commentary about funding, its a lowlight for some, the fact that we aren't supremely cashed up to last us all of the current OA trial. At this rate we will run out of $'s prob (my guess only) maybe by the end of the year? However, I think there is a real scope for a deal or at least some sort of funding arrangement. Worse case they could go to the market, but not a lot like that, it is dilutive...the company is on record for saying that they will avoid dilutive methods of funding.
By "deal" I mean a Partnership distributional deal, NOT a take over...a take over would be in a word, tragic. Again, its another whole post but the valuation on this thing is bananas. You wouldn't believe the real scope of this....I'd water it down for you and you would still not believe me.
HIGHLIGHTS
Seriously, I need more pages @zeeb0t, how many TheStockExhange pages can I take up, is there a limit of word count here?
1) The Drug works...
PAIN REDUCTION
FUNCTION IMPROVEMENT
IT LASTS FOR SOME TIME (hey, a LOT more time than NSAIDS...think Panadol for instance, how many hours do you get? 6hr of pain relief?...Our average duration is going to be in MONTHS)
2) Yeah Mozz, good on ya, but in how many patients does this thing work for?
50% get approx 50% pain relief....78% get SOME relief. Best news, if it doesn't work for you (around 22% of the cases)...at least it doesn't cause ANY damage or negative effects - magnificent.
3) All of the above is ace...but no point of it isn't consistent...iPPS has wonderful CONSISTENT results, batch to batch, all GMP is done, manufacturing secured. Its is darned hard (read close to impossible) to copy...I give you 40 molecules WITHIN one molecule. others have tried and have given up. Want more proof, guys the pill form (known as Elmiron) has been off patent for more than a decade, no one has copied it, there are NO biosimilars.
4) All of the above becomes redundant overnight if the drug isn't safe...ours is SAFE! No serious adverse effects to date. NO animal has died, there have been an estimated 100 million injections so far.
5) DMOAD potential
This is prob the biggest highlight so far....so high is this light that it shines a bit like the SUN....There are no disease modifying OA drugs out there....none. Some have gotten close, but they have all had problems or couldn't do it successfully.
Now I'm not just doodling on a white board and HOPING we might have a DMOAD...we have already seen DMOAD results.
What?
Where?
WHO?
Yes, us...here is the link ------> https://app.sharelinktechnologies.com/announcement/asx/2b301dbf4496297f6966c41cd88daf74
If you don't have time to read that link (you should make time, its a real breakthrough), here is a summary in the red box:
Let me explain briefly, COMP and ADAMTS-5 are OA bio markers, the more of these, the worse off you are. Simple. You want a drug that brings these levels down....lower....
Take a look at the relationship, for example, between COMP and the synovial membrane thickness:
"Amongst RA patients, synovial COMP levels showed a significant positive correlation with synovial membrane thickness on ultrasonography (P <0.001), and significant negative correlation with the cartilage thickness (P <0.001)." (Reference 1)
This MULTI ACTING drug works in at least TWO separate ways in this instance (It actually works in MULTIPLE ways but that's another entire Mozz post).
A) Reduces the synovial membrane thickness, you want this to be a thin membrane, too think and you prevent precious and vital nutrients from passing through to the synovium cavity.
B) It is negatively correlated with cartilage thickness. The more of these inflammatory biomarkers, the WORSE it is for your cartilage thickness.
Guys, this is just one of the MANY scientific ways in which the drug acts. You reduce these biomarkers and KEEP them low and the body gets back the balance in order to feed the joint and accompany Osteo-pathologies. Pentosan literally decreases the inflammation...but the novel way(s) it does this are the true magic.
One example? PPS is a mild blood thinner, but unlike Heparin, it doesn't thin it too much, just enough...this is the property that allows it to deliver nutrient to the real fine vascular network right at the edge of the subchondral bone for instance. Magic.
Oh go on, one more example then Mozz....
Pentosan DOES NOT BLOCK NGF...it DOWNREGULATES IT. This is very important. There are a number of cytokines that shouldn't be totally blocked as that in itself causes damage and this is one of the reasons why other NGF Blockers (Think Tanezumab) have a crazy amount of side effects and cannot pass a Phase 3. We do not have these side effects.
7) We are multi pronged, we are looking at the terrible disease of MPS as well. Not one but two current clinical trials in this area.
We have a number of other indications with many many more down the road. The tackling of inflammation and pain are big ones, there are many indications where we may be able to assist one day.
8) A highlight for me has to be some of the patient stories that have come out of this so far
Not all of them are famous footballers and athletes some are down to earth individuals.
I should know, I talk to some of them face to face on a regular basis and you know what, I don't get sick of hearing their incredible stories.
Mind blowing.
I have a stack of them, one day we will go out for a beer and I can take you through these cases one by one...
Let me give you just a couple in brief.
Did you hear about the share broker that stopped playing golf because his wrist started hurting...so bad that forget about not being able to swing...HE COULDNT PICK UP THE GOLF STICK.
He had a course of iPPS, after an 8 YEAR hiatus he finally could play again. he was so thrilled he bought a whole swag of shares and is one of our biggest proponents ...he told his son, who promptly bought in...and now his grandchild is a proud owner as well.
Who is this guy? David Baker from Baker and Young.
I have a mate, I have met him on many occasions now and talk to him regularly on the phone...He has RA...he was getting to the point where he could go ten mins of walking and he wouldn't be able to walk any more...he was in pain and was on a cocktail of NSADIS...he was suggested iPPS just before a second round of surgery for his other knee...After Week 4 the pain melted away. Guys, his BMELS regressed totally! Two months after that he was booked in on a trip to Shri Lanka where he managed to be able to hike up mountains.
Guys, it wasn't just his left knee that stopped hurting...it was ALL of his joints! In the one hit.
That's NOT the best part.......the best part is that it has now been 3.75 YEARS before he has had to have ANY medication WHATSOEVER.
I cant express to you how damaging all that medication that he was on would've been over the years.
Highlights? I have at least 10 more stories.
I could go on and on...there is so much more to tell you and I've been writing about this for years already. I kid you not, I have at least 6 more posts I've already started working on and I'm actually trying to supress any superfluous research as there is just so much material I want to cover.
About 1.5 years ago I thought I'd run out of topics and material....I write about two posts every three weeks and I haven't stopped for the last 2 years...there is NO end in sight.
This is a long play though......"long" really does mean 10 years plus. The good stuff is yet to come.
- Mozz
DISCLAIMER
Investing too much in anything is risky, always assess risks for yourself, don't just buy because someone is raving about something, do your own research. Always imagine if it went to zero, where would you be.
REFERENCE
1) https://www.sciencedirect.com/science/article/abs/pii/S0973369810605560#:~:text=COMP levels were higher in,thickness (P <0.001).
Let me start off with the Lowlights as I don't think there are a lot....
LOWLIGHTS
1) Share price is Kaput
Its oh so low...I mean it is crazy low...actually this point could be in the Highlights section too, it, in my opinion and not advice in any sense of the word, could be the biggest opportunity we may get....
This crazy low price draws many to conclude that something must be wrong. Via my research I cannot find anything materially wrong with the product or the outcomes. Sure something may come outta left field...or extrinsically to the stock (err, world event?)...but in the medium to long term...I cant see anything on the horizon that makes me worried.
2) This isn't an over night thing
Actually this isn't even an over Quarterly thing either...we got some time to wait for before things start to really gather some steam....and boy, I think its going to be hot. (My views).
This is prob the biggest factor as to why we are so supressed at the moment....the length time frames recently got pushed out a bit more...this frustrates a lot that just don't have the time or the patience to really hold for that long.
3) I'd have to put in some commentary about funding, its a lowlight for some, the fact that we aren't supremely cashed up to last us all of the current OA trial. At this rate we will run out of $'s prob (my guess only) maybe by the end of the year? However, I think there is a real scope for a deal or at least some sort of funding arrangement. Worse case they could go to the market, but not a lot like that, it is dilutive...the company is on record for saying that they will avoid dilutive methods of funding.
By "deal" I mean a Partnership distributional deal, NOT a take over...a take over would be in a word, tragic. Again, its another whole post but the valuation on this thing is bananas. You wouldn't believe the real scope of this....I'd water it down for you and you would still not believe me.
HIGHLIGHTS
Seriously, I need more pages @zeeb0t, how many TheStockExhange pages can I take up, is there a limit of word count here?
1) The Drug works...
PAIN REDUCTION
FUNCTION IMPROVEMENT
IT LASTS FOR SOME TIME (hey, a LOT more time than NSAIDS...think Panadol for instance, how many hours do you get? 6hr of pain relief?...Our average duration is going to be in MONTHS)
2) Yeah Mozz, good on ya, but in how many patients does this thing work for?
50% get approx 50% pain relief....78% get SOME relief. Best news, if it doesn't work for you (around 22% of the cases)...at least it doesn't cause ANY damage or negative effects - magnificent.
3) All of the above is ace...but no point of it isn't consistent...iPPS has wonderful CONSISTENT results, batch to batch, all GMP is done, manufacturing secured. Its is darned hard (read close to impossible) to copy...I give you 40 molecules WITHIN one molecule. others have tried and have given up. Want more proof, guys the pill form (known as Elmiron) has been off patent for more than a decade, no one has copied it, there are NO biosimilars.
4) All of the above becomes redundant overnight if the drug isn't safe...ours is SAFE! No serious adverse effects to date. NO animal has died, there have been an estimated 100 million injections so far.
5) DMOAD potential
This is prob the biggest highlight so far....so high is this light that it shines a bit like the SUN....There are no disease modifying OA drugs out there....none. Some have gotten close, but they have all had problems or couldn't do it successfully.
Now I'm not just doodling on a white board and HOPING we might have a DMOAD...we have already seen DMOAD results.
What?
Where?
WHO?
Yes, us...here is the link ------> https://app.sharelinktechnologies.com/announcement/asx/2b301dbf4496297f6966c41cd88daf74
If you don't have time to read that link (you should make time, its a real breakthrough), here is a summary in the red box:
Let me explain briefly, COMP and ADAMTS-5 are OA bio markers, the more of these, the worse off you are. Simple. You want a drug that brings these levels down....lower....
Take a look at the relationship, for example, between COMP and the synovial membrane thickness:
"Amongst RA patients, synovial COMP levels showed a significant positive correlation with synovial membrane thickness on ultrasonography (P <0.001), and significant negative correlation with the cartilage thickness (P <0.001)." (Reference 1)
This MULTI ACTING drug works in at least TWO separate ways in this instance (It actually works in MULTIPLE ways but that's another entire Mozz post).
A) Reduces the synovial membrane thickness, you want this to be a thin membrane, too think and you prevent precious and vital nutrients from passing through to the synovium cavity.
B) It is negatively correlated with cartilage thickness. The more of these inflammatory biomarkers, the WORSE it is for your cartilage thickness.
Guys, this is just one of the MANY scientific ways in which the drug acts. You reduce these biomarkers and KEEP them low and the body gets back the balance in order to feed the joint and accompany Osteo-pathologies. Pentosan literally decreases the inflammation...but the novel way(s) it does this are the true magic.
One example? PPS is a mild blood thinner, but unlike Heparin, it doesn't thin it too much, just enough...this is the property that allows it to deliver nutrient to the real fine vascular network right at the edge of the subchondral bone for instance. Magic.
Oh go on, one more example then Mozz....
Pentosan DOES NOT BLOCK NGF...it DOWNREGULATES IT. This is very important. There are a number of cytokines that shouldn't be totally blocked as that in itself causes damage and this is one of the reasons why other NGF Blockers (Think Tanezumab) have a crazy amount of side effects and cannot pass a Phase 3. We do not have these side effects.
7) We are multi pronged, we are looking at the terrible disease of MPS as well. Not one but two current clinical trials in this area.
We have a number of other indications with many many more down the road. The tackling of inflammation and pain are big ones, there are many indications where we may be able to assist one day.
8) A highlight for me has to be some of the patient stories that have come out of this so far
Not all of them are famous footballers and athletes some are down to earth individuals.
I should know, I talk to some of them face to face on a regular basis and you know what, I don't get sick of hearing their incredible stories.
Mind blowing.
I have a stack of them, one day we will go out for a beer and I can take you through these cases one by one...
Let me give you just a couple in brief.
Did you hear about the share broker that stopped playing golf because his wrist started hurting...so bad that forget about not being able to swing...HE COULDNT PICK UP THE GOLF STICK.
He had a course of iPPS, after an 8 YEAR hiatus he finally could play again. he was so thrilled he bought a whole swag of shares and is one of our biggest proponents ...he told his son, who promptly bought in...and now his grandchild is a proud owner as well.
Who is this guy? David Baker from Baker and Young.
I have a mate, I have met him on many occasions now and talk to him regularly on the phone...He has RA...he was getting to the point where he could go ten mins of walking and he wouldn't be able to walk any more...he was in pain and was on a cocktail of NSADIS...he was suggested iPPS just before a second round of surgery for his other knee...After Week 4 the pain melted away. Guys, his BMELS regressed totally! Two months after that he was booked in on a trip to Shri Lanka where he managed to be able to hike up mountains.
Guys, it wasn't just his left knee that stopped hurting...it was ALL of his joints! In the one hit.
That's NOT the best part.......the best part is that it has now been 3.75 YEARS before he has had to have ANY medication WHATSOEVER.
I cant express to you how damaging all that medication that he was on would've been over the years.
Highlights? I have at least 10 more stories.
I could go on and on...there is so much more to tell you and I've been writing about this for years already. I kid you not, I have at least 6 more posts I've already started working on and I'm actually trying to supress any superfluous research as there is just so much material I want to cover.
About 1.5 years ago I thought I'd run out of topics and material....I write about two posts every three weeks and I haven't stopped for the last 2 years...there is NO end in sight.
This is a long play though......"long" really does mean 10 years plus. The good stuff is yet to come.
- Mozz
DISCLAIMER
Investing too much in anything is risky, always assess risks for yourself, don't just buy because someone is raving about something, do your own research. Always imagine if it went to zero, where would you be.
REFERENCE
1) https://www.sciencedirect.com/science/article/abs/pii/S0973369810605560#:~:text=COMP levels were higher in,thickness (P <0.001).
Attachments
Violin1
Regular
Nice Mozz! Can't help but agree with your first point about SP. Crazy low. Bummed now that I've bought so many at much higher prices. If only, if only, if only - but you gotta laugh and acknowledge we make our decisions on available information at the time. It still appears to be a potential multi - particularly if I had spare cash to invest now. Anyway - it'll make Pirate Day interesting this year!
Keep well.
Mozzarc
Emerged
Violin1, Nice to see you and a few others on here...
Hey, I'm in the same position don't worry. Yes I got in with my first parcel at IPO but that was small...since then have been buying all the way up (and only some of the way down hahaha). Cash is a little tight at the moment...still looking for objects around the house to sell, (Do you need a second dishwasher?) (Just kidding).
Yeah I also feel it would've been better to buy now rather than back when it was $2 plus (ok ok $3 plus)....BUT who knew it would fall so much, we all know the SP can have a material disconnect during a lot of times, but this disconnected??? Its just being silly now.
I remember a coiled spring analogy I posted when we were back at about $2.80 or so saying it was low and it has real propensity to move! What about now!? When the lag goes away and the Share Price finally catches up, it will move quite fast, so you and I are sitting pretty.
I can sit for ages....in the meantime, lets sit and have a drink and read some more research on PAR and just how it works!
Cheers
Mozz
Hey, I'm in the same position don't worry. Yes I got in with my first parcel at IPO but that was small...since then have been buying all the way up (and only some of the way down hahaha). Cash is a little tight at the moment...still looking for objects around the house to sell, (Do you need a second dishwasher?) (Just kidding).
Yeah I also feel it would've been better to buy now rather than back when it was $2 plus (ok ok $3 plus)....BUT who knew it would fall so much, we all know the SP can have a material disconnect during a lot of times, but this disconnected??? Its just being silly now.
I remember a coiled spring analogy I posted when we were back at about $2.80 or so saying it was low and it has real propensity to move! What about now!? When the lag goes away and the Share Price finally catches up, it will move quite fast, so you and I are sitting pretty.
I can sit for ages....in the meantime, lets sit and have a drink and read some more research on PAR and just how it works!
Cheers
Mozz
Mozzarc
Emerged
Finally we are getting a little traction in terms of
A) Volumes
B) Price appreciation
Yeah we have some ways to go...but you know what, this isn't some random meandering down some unbeknown pathway.
Random? Who, us? Nope...
We have definite milestones coming up...
Some possible wild cards to keep those shorters on their toes...
TGA Application
6 Month observation of 008
MPS Deal possibility
Long and boring? Well yes it has been for a while now...exciting things are brewing...watch this space.
A) Volumes
B) Price appreciation
Yeah we have some ways to go...but you know what, this isn't some random meandering down some unbeknown pathway.
Random? Who, us? Nope...
We have definite milestones coming up...
- 008 - just around the corner
- Minimal Effective Dosing
- 002 Interim update
- MPS Program
Some possible wild cards to keep those shorters on their toes...
TGA Application
6 Month observation of 008
MPS Deal possibility
Long and boring? Well yes it has been for a while now...exciting things are brewing...watch this space.
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