External broker reports(aggregated public sources), Canaccord Genuity

Canaccord Genuity

External broker reports(aggregated public sources)

Canaccord Genuity Group Inc. is a leading independent investment bank with operations in North America, UK & Europe and Asia-Pacific. Canaccord Genuity Group Inc. is a leading independent, full-service financial services firm. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

Pyc Therapeutics Limited operates as a pharmaceutical company. The Company develops drugs and medicine for various types of diseases. Pyc Therapeutics serves customers in Australia.

<div><ul><li>PYC Therapeutics recently presented at the Canaccord Genuity Growth Conference<br>in Boston, MA, as well as direct peers Regulus Therapeutics (RGLS-NASDAQ: US<br>$1.59 | BUY, TP US$28.00 | Whitney Ijem, Canaccord Genuity LLC), which also has an ADPKD asset, and broader industry feedback within the ophthalmology segment (Kiora Pharmaceuticals - KPRX-NASDAQ).</li><li>Retinitis Pigmentosa 11 (RP11) updates provide early proof of concept, with more potential catalysts to come.</li><li><div><div><div><div><p>VP-001 received the most attention in the presentation and discussions, given recent positive updates showing improved visual function in the treated eyes of two patients.</p></div></div></div></div></li></ul></div><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

PYC Therapeutics recently presented at the Canaccord Genuity Growth Conference in Boston, MA, as well as direct peers Regulus Therapeutics (RGLS-NASDAQ: US $1.59 | BUY, TP US$28.00 | Whitney Ijem, Canaccord Genuity LLC), which also has an ADPKD asset, and broader industry feedback within the ophthalmology segment (Kiora Pharmaceuticals - KPRX-NASDAQ).Retinitis Pigmentosa 11 (RP11) updates provide early proof of concept, with more potential catalysts to come.VP-001 received the most attention in the presentation and discussions, given recent positive updates showing improved visual function in the treated eyes of two patients.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

<div><div><div><div><ul><li>PYC reported its 2Q24 result, in line with expectations around R&amp;D spend and progress with clinical and preclinical assets.</li><li>Recall PYC is a clinical stage gene therapy company, with core technology aimed at addressing some of the shortcomings typically associated with certain other pipeline options.</li><li>Early stage data is encouraging in initial human, animal and organ on chip models.</li></ul></div></div></div></div><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

PYC reported its 2Q24 result, in line with expectations around R&amp;D spend and progress with clinical and preclinical assets.Recall PYC is a clinical stage gene therapy company, with core technology aimed at addressing some of the shortcomings typically associated with certain other pipeline options.Early stage data is encouraging in initial human, animal and organ on chip models.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

PYC Therapeutics Limited - 2Q24: In Line, All Eyes on RP11 Data and ADPKD Trial Timing

<div><div><div><div><ul><li>PYC has announced follow-up data from the second patient in its Phase 1/2 study assessing VP-001 for Retinitis Pigmentosa 11 (RP11), a rare blinding eye disease.</li><li>While the program is early in nature, we like the correlated dose response and consistent human, NHP and retina-in-dish data.</li><li>There are a number of anticipated near-term potential catalysts around PYC's clinical and nearing-clinical programs which could provide ongoing opportunities for de-risking value-inflection points.</li></ul></div></div></div></div><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

PYC has announced follow-up data from the second patient in its Phase 1/2 study assessing VP-001 for Retinitis Pigmentosa 11 (RP11), a rare blinding eye disease.While the program is early in nature, we like the correlated dose response and consistent human, NHP and retina-in-dish data.There are a number of anticipated near-term potential catalysts around PYC's clinical and nearing-clinical programs which could provide ongoing opportunities for de-risking value-inflection points.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

PYC Therapeutics Limited - Ticking the Boxes with Two Patients at Four Months with VP-001

Bannerman Resources Ltd. explores for uranium in Australia and Africa.

<ul><li>BMN completed its Front-End Engineering and Design (FEED) and Control Budget Estimate (CBE) for the 3.5Mlb/y Etango-8 development in June.</li><li>Costs have been refreshed, process refined and major approvals are all in place. In our view, funding remains the key hurdle.</li><li>The recent capital raising creates momentum and should assist offtake negotiations but BMN needs to convert on strategic partnership/funding arrangement, in our opinion, if it is to achieve its 2H CY24 FID target.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

BMN completed its Front-End Engineering and Design (FEED) and Control Budget Estimate (CBE) for the 3.5Mlb/y Etango-8 development in June.Costs have been refreshed, process refined and major approvals are all in place. In our view, funding remains the key hurdle.The recent capital raising creates momentum and should assist offtake negotiations but BMN needs to convert on strategic partnership/funding arrangement, in our opinion, if it is to achieve its 2H CY24 FID target.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Bannerman Energy Ltd - JunQ'24 - Strategic Funding in Focus

<div><div><div><div><ul><li>Initiating on PYC Therapeutics with a BUY rating and risked price target of $0.22. PYC is a clinical stage biotechnology company in the gene therapy space.</li><li>The Core technology rests in its Cell Penetrating Peptide (CPP) and PPMO (phosphodiamadate oligomer), intended to mitigate some of the shortcomings typically associated with other types of gene therapy.</li><li>The company focuses on addressing the genetic root cause of diseases, in areas where it can upregulate expression of the 'culprit' protein to provide symptomatic and phenotypic improvements. </li></ul></div></div></div></div><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Initiating on PYC Therapeutics with a BUY rating and risked price target of $0.22. PYC is a clinical stage biotechnology company in the gene therapy space.The Core technology rests in its Cell Penetrating Peptide (CPP) and PPMO (phosphodiamadate oligomer), intended to mitigate some of the shortcomings typically associated with other types of gene therapy.The company focuses on addressing the genetic root cause of diseases, in areas where it can upregulate expression of the 'culprit' protein to provide symptomatic and phenotypic improvements. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

PYC Therapeutics Limited - Making Sense of the PPMO-CPP Combination

Canaccord Genuity
External broker reports(aggregated public sources)

PYC Therapeutics Limited - Flash Update

VP-001 received the most attention in the presentation and discussions, given recent positive updates showing improved visual function in the...

Canaccord Genuity

PYC Therapeutics Limited - 2Q24: In Line, All Eyes on RP11 Data and ADPKD Trial Timing

PYC reported its 2Q24 result, in line with expectations around R&D spend and progress with clinical and preclinical assets.

Canaccord Genuity

PYC Therapeutics Limited - Ticking the Boxes with Two Patients at Four Months with VP-001

PYC has announced follow-up data from the second patient in its Phase 1/2 study assessing VP-001 for Retinitis Pigmentosa 11 (RP11), a rare...

Canaccord Genuity

Bannerman Energy Ltd - JunQ'24 - Strategic Funding in Focus

BMN completed its Front-End Engineering and Design (FEED) and Control Budget Estimate (CBE) for the 3.5Mlb/y Etango-8 development in June.

Canaccord Genuity

PYC Therapeutics Limited - Making Sense of the PPMO-CPP Combination

Initiating on PYC Therapeutics with a BUY rating and risked price target of $0.22. PYC is a clinical stage biotechnology company in the gene...

Canaccord Genuity