RE: ATTC second candidate enters the clinical environment8 Mar 2026 18:18
Listened to the call, impressed overall with a confident presentation and detailed replies during Q & A session.
At the organic level building on existing sales momentum is expected to continue from 2025 H2 into f/y 2026, this to me underpins the business as a whole being profitable at the ground level with around 16% growth expected for 2026.
'And also, about the first cycle, there's a strong growth, in 26 expected, due to the continuous expansions.
Particular, and also we can see that, there are more and more countries now in the market, and then, with that full year penetrations in 2026, that will continue the growth'
On Medicare Part D which may have held back investors, especially US based:
'Yes, just questioning about the changes to Medicare Part D that went on in the states, that were obviously impacting your…
sales, there. And if you've got any thoughts on what impact that might have into 2026.
We have received, no new, changes so far. The impact, factors into 2025 has been reflected. Despite that impact for U.S, I mean, we still achieved a 26% growth'
ATTC is starting to get some tangible excitement behind it:
'For the partnering with the ATTC program. First of all, I think, as you can see, we have a strong pipeline already building up for this ATTC platform.
So, we now have, positive responses from potential partners, and, many of which are multinational companies.
We have ongoing discussion with, all those, potential partners'
Agree with your comments on CEO Jatw, I thought this was well put together with no gaps..
Sign In
Follow the stocks
