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Can’t deny there is risk attached to M&A. However, there can also be reward that propels a company forward, rather than treading water (and the SP doing the same or worse). From what we’ve seen since Dec 22, they seem to have got it right with HL Healthcare.
Wouldn’t class Earol as a small brand Jatw, hence why they bought it and as I previously said, there was hint of further M&A activity from Jerry Randall. That would be in addition to any in-house product development / launch which they say is “ready”.
Hopefully this brings in some PI’s who are unsure what to do with their £20k ISA allowance this tax year. Also in general, yesterdays positive update will have been shared across various other media sources and has had 24hrs to sink in.
Thanks Krull.
I’ve watched and Jerry Randall appeared convincing when talking about the strength and direction of the business. It caught my interest when they spoke briefly about M&A and I got the impression there will be some activity in 2024.
It’s only been an hours trading!
The Results are as good as the Trading Update indicated. No nasty surprises at all. I wouldn’t have thought 40p+ is too far into the future.
Particularly like these……
· 5+ new key VLG brand products in the pipeline, ready for launch across 2024
· Group net leverage7 reduced further to 1.15x at 31 March 2024
“Ready” for launch would suggest inside the next 3 or 4 months which if correct, would therefore impact 2024 bottom line significantly.
Some photos from the 2024 Conference that you may find of interest. Could be one or more of the photos shows Ballroom 20.
Guess there is disappointment in some quarters that there was no RNS today but who knows what conversations took place and with whom and what the outcome might be from those, in due course.
https://www.aacrmeetingnews.org/attendee-map-gallery/
WTP - from all recent posts, it seems the principal point is that the Abstract content, can only relate to data that was available at the time the Abstract was compiled and submitted, to meet the AACR deadline.
That was months ago and so the million dollar question, is when there will be a formal update on progress since that point in time, either during, or post presentation. Post presentation could mean Monday, or some other future date.
For me, the SCIB1 results are clearly very important (to both patients & shareholders) but will in a matter of months, be overtaken by a similar (or hopefully better) level of success from the iSCIB+ cohort and it is that, that will be the catalyst for wider trials / potential deals.
SCIB1 is the taster only. The main course is iSCIB+ and it is the rapid recruitment to that cohort and subsequent data, that is the more significant. IMO.