Treating Osteoarthritis: Playing the Paradigm Shift

Published on
December 4th, 2019
Duration
20 minutes


Treating Osteoarthritis: Playing the Paradigm Shift

Trade Ideas ·
Featuring Scott Williams

Published on: December 4th, 2019 • Duration: 20 minutes

Scott Williams, portfolio manager for Fiftyone Capital, sits down to explain why he thinks Paradigm Biopharmaceuticals could be a hundred-bagger. The company’s repurposed pre-trial drug has already treated thousands of patients in Australia and is currently being tested on retired NFL players. Williams articulates his investment thesis to Real Vision’s Justine Underhill in today’s Trade Ideas. Filmed on December 3, 2019 in New York.

Comments

Transcript

  • SP
    Sean P.
    5 December 2019 @ 15:19
    What happened to the end of video summary? Kind of enjoyed those.
    • MW
      Max W. | Real Vision
      5 December 2019 @ 21:40
      Hi Sean, Thanks for the feedback we'll make sure they have them moving forward. Are you referring to the voice over and text at the end of some other videos? We felt they were a bit superfluous as often the final question of the interview is a 30 second summary. How do you use it? We are always looking to improve!
  • MT
    Mike T.
    5 December 2019 @ 14:46
    I have no personal experience or expertise in this space to evaluate Mr Williams thesis, but I sincererly wish well to those that want to give it a go. I would have to resort to the following approach to make a trading decision. Step 1. This stock is up 265% YTD and now is the time to go long?? Hmmm, not comfortable. Step 2. It's not liquid even on ASX, and there's no Options as its only a AUD 3.65 stock at last price For me very poor liquidity and no Options = no thanks.
    • MT
      Mike T.
      5 December 2019 @ 14:52
      one more thing, hypothetically if the stock were liquid, both the underlying and had liquid Options, I still would not place the trade until I knew what were the % final approval/failure rates of similar companies.
  • DR
    David R.
    5 December 2019 @ 07:46
    $2500 a course of injections and they think they are going to possibly penetrate 50% of the market ? Unfortunately cannot see that happening . Price prohibitive for the vast majority and also people's aversion to needles is a something to factor in .
    • TN
      Tung N.
      5 December 2019 @ 08:32
      Do you know anyone who has osteoarthritis? For some, it the pain is so bad that they contemplate ending their own life. Some people find it a struggle to walk to their letterbox. If you have that kind of condition, you will do everything you can to treat it.
  • WB
    William B.
    5 December 2019 @ 03:12
    I would recommend that he publish an article in the New England Journal of Medicine; I promise to read the article.
  • WB
    William B.
    5 December 2019 @ 02:57
    Did he say no placebo? Then the study is worthless.
    • TN
      Tung N.
      5 December 2019 @ 08:33
      He's talking about the Special Access Program, that is SEPARATE to the trials which is being undertaken.
  • PG
    Philippe G.
    5 December 2019 @ 00:24
    Interesting, pre-revenue biopharma investing certainly isn't for everyone, but appreciate the thorough walkthrough on this non-mainstream idea!
  • YB
    Yuriy B.
    4 December 2019 @ 21:19
    Brilliant idea, but for U.S. investors, the ADR (PBIGF) has zero liquidity. Literally. Zero bids today. Or am I missing something?
    • CP
      Carl P.
      4 December 2019 @ 22:05
      Noone's buying the parabolic blow-off top?
    • MW
      Max W. | Real Vision
      4 December 2019 @ 22:06
      You would need to find a broker that provides access to the ASX. A large portion of our subscribers are international and we strive to provide actionable ideas for all.
  • RL
    Robert L.
    4 December 2019 @ 20:58
    Finally, an actionable idea again!!
  • RH
    ROBERT H.
    4 December 2019 @ 17:57
    continuing my comment below, unsurprisingly, in the earlier opportunity the drug was NOT a blockbuster.
  • RH
    ROBERT H.
    4 December 2019 @ 17:54
    How many cases can someone cite to me where the owners of a blockbuster drug made shares readily available to the average punter during the approval process? I've been offered such a "ground floor" opportunity in the past, and luckily made the right decision.
  • DK
    David K.
    4 December 2019 @ 12:29
    I missed the outside view here in competitors etc. Lots is happening in this area with stem cell based treatments.
    • DK
      David K.
      4 December 2019 @ 12:38
      Also, didn't hear much here that sounded that this is much more than theracumin/longvida? They have the same documented effects of reducing inflammation and disease-modifying effects.
    • YG
      Yaiyan G.
      5 December 2019 @ 00:57
      OK; point me in the direction of the Phase 2/3 OA trials of Theracumin for FDA approval. I'd think a 20 minute video is for the benefit of introducing you to an investment idea, not to cover entire due diligence and to satisfy your research requirements........hopefully.
    • DK
      David K.
      6 December 2019 @ 10:43
      The point is that curcumin products are available off-the-shelf and don't need FDA approval.