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Dimerix
(ASX:DXB)


 

  Our Initial Entry
Price

Portfolio Initiation

5 Day VWAP
After Initiation

Current Price

Our Current Returns

ASX:DXB
$0.200
$0.400
Aug 16 2021
$0.348
$0.260
    30%

ASX:DXB
Our Current Returns
30%




Overview

πŸ“‹ About: Dimerix LimitedΒ (ASX:DXB) is aΒ biotech company that has developed a treatment for inflammatory diseases - such as kidney and respiratory diseases.

🌏 Macro Theme: After watching the COVID-19 pandemic unfold and the global attention on vaccine development, we believe the next decade will see significant investor interest in life sciences, human health and bio-technology.

FSGS Treatment (Main Bet)

FSGS is a rare kidney disease, DXB's treatment has acquired "orphan stats" which means that it is eligible for emergency use approvals. DXB will undertake Phase III clinical trials to evaluate whether their drug is an effective and safe treatment against the disease.

last updated 26-Aug-2021

βœ… Phase III Study Design Complete
βœ… Study design approval from FDA
πŸ”„ Ethics submission and site initiation for first sites
πŸ”² Phase III Trials Commenced: Study Period 1
πŸ”² First patient Recruited/Dosed
πŸ”² Patient Recruitment Update 1 - 1 patient to be recruited
πŸ”² Patient Recruitment Update 2
πŸ”² Patient Recruitment Update 3
πŸ”² Recruitment Complete
πŸ”² Interim Results
πŸ”² Phase III Trials Continue: Study Period 2
πŸ”² Patient Recruitment Update 1
πŸ”² Patient Recruitment Update 2
πŸ”² Patient Recruitment Update 3
πŸ”² Phase III Data collected for accelerate approvals
πŸ”² Accelerate Approvals Submitted
πŸ”² Accelerated Approvals Granted (H2 2024)
πŸ”² Drug Commercialised
πŸ”² Final Results eGFR (how well is the patient’s kidney functioning)
πŸ”² New Milestones Added

Covid-19 Treatment (Side Bet 1)

The Clarity 2.0 Study will evaluate whether DXB’s drug DMX-200 will be able to treat patients diagnosed with COVID-19 who are intended for hospital admission.

βœ…Study Announced
βœ… Ethics Approval
πŸ”„ Regulatory approval by DCGI
πŸ”„ Patient Recruitment Update 1
πŸ”² Safety Threshold Met (80 Patients)
πŸ”² Patient Recruitment Update 2
πŸ”² Patient Recruitment Update 3
πŸ”² CLARITY Phase III Study Complete
πŸ”² Primary Endpoint Reporting
πŸ”² Emergency use granted
πŸ”² Drug Commercialised
πŸ”² New Milestones Added

Covid-19 Treatment (Side Bet 2)

The Covid REMAP Study will evaluate whether DXB's treatment DMX-200 will be able to help COVID-19 ICU Patients with Pneumonia.

βœ… Patient Recruitment Commenced
βœ… Study Commenced
πŸ”² Patient Recruitment Update 2
πŸ”² Patient Recruitment Update 3
πŸ”² REMAP-CAP Phase III Study Complete
πŸ”² Primary Endpoint Reporting
πŸ”² Emergency use granted
πŸ”² Drug Commercialised

Dimerix Corporate Milestones

βœ… $20M Cap Raise @20c
βœ… Investment from Biotech Fund Merchant
βœ… Portfolio initiation

πŸ”² Funding 1
πŸ”² Funding 2
πŸ”² Unexpected Positive Announcement 1
πŸ”² Unexpected Positive Announcement 2
πŸ”² Unexpected Positive Announcement 3
πŸ”² New Technology Development 1
πŸ”² New Technology Development 2

Investment Milestones for DXB

βœ… Initial Investment: @20c
πŸ”² Increase Investment
πŸ”² Increase Investment
πŸ”² Price increases 500% from initial entry
πŸ”² Price increases 1000% from initial entry
πŸ”² Price increases 2000% from initial entry
πŸ”² 12 Month Capital Gain Discount
πŸ”² Free Carry
πŸ”² Take Profit
πŸ”² Hold remaining Position for next 2+ years

”Expected Company Milestones” are based on the company's publicly available execution plan and some assumptions made by our team on potential announcements that should de-risk the investment. β€œOur investment milestones” show our current long-term investment plan. Early stage investments are risky and there is no guarantee that the expected events will occur. The lists are not in sequential order.

Key

πŸ”² Expected Milestone
βœ… Achieved Milestone
🟩 Above Average Result
🟨 Average (Expected) Result
🟧 Below Average Result
πŸŸ₯ Negative Result
🌎 Macro Event
βš”οΈ Results from Other Company / Project
πŸ”„ Progress Ongoing
[UPA] Unexpected Positive Announcement
[NEW] New Milestone Added




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