Friday 16 January 2015

JP Morgan Conference Presentation

is posted on the BOTA website.

They seem to have streamlined their strategy and it's presentation. There is no further mention of BARDA and efforts to reclaim $. The (re) analysis of LANI outcomes is encouraging.

It's organised and plausible. They have a package with near term plans for RSV at Phase 1, vapendavir at Phase 2 and LANI still sitting at Phase 3.

However, they are giving themselves all of 2015 to partner ROW LANI.

Vapendavir Phase 2b and RSV Phase 1 won't have results till mid 2016, by which time their cash position will be a lot less than now. I really wish they would look at a rapid test for rhinovirus.

The only value adding step in the near term is partnering LANI. But a year is a long time and the share price doesn't have that luxury.




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