DXB Square Logo

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
$0.330
    65%

ASX:DXB
Our Current Returns
65%


Dimerix Company 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.

Dimerix Company 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

FSGS Treatment (Main Bet)

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
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)

CLARITY 2.0: Respiratory Complications

βœ…Study Announced
βœ…Ethics Approval
πŸ”„ Regulatory approval by DCGI
πŸ”² 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)

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

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



Our Past Commentary on Dimerix


Type Date New Title
Email 27-Sep-2021 $ 0.315 DXB announces approval for Phase III COVID-19 trials
Email 21-Aug-2021 $ 0.315 What Happened This Week? Aug-21st-2021
Email 16-Aug-2021 $ 0.400 Introducing: Our Biotech Pick of the Year 2021



Dimerix Market Data


Latest Article from Dimerix

DXB announces approval for Phase III COVID-19 trials

On Friday last week, DXB announced that the main drug regulator in India has recommended approval for DXB’s Phase III clinical trials on COVID-19 treatment, specifically for patients with respiratory complications intended for hospitalisation β€” its CLARITY 2.0 study.

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