RE: Trust in DB is at an all time low!9 Sep 2021 13:26
While I don't appreciate the Boards attitude, AIHL has got a very decent professional following and has made a lot of noise over the last 3 years. Once CE hits (another 3 weeks or so based on approval timeframes), expect media coverage and so on. Weird they haven't shouted about it more but are we really surprised? Also the AIHL was part of a consortium so one cant be shouting louder than the other. It is a good test that is going to change the lives of the newborns as well as the families they are born into. Not much to say other than POC and AIHL deadlines have been drawn in the sand for 'The fall' - with early adopters for the AIHL on the buy button for commercial launch post the CE mark which is likely this month.
Happy to be called out but expect SP to move materially as we approach that milestone given what is now a very low MC. Developed and commercialised products add serious value which I think is what Budd is gunning for - and he can afford to be patient on his remuneration.
AGM approaches. Lets see if the CEO and CFO get re-elected (can't see either of them being popular with private investors who have been seriously shunted). Zero lip service amounts to zero votes in my experience, albeit institutions are also holding.
Everyone predicted a placing by now. There hasn't been one which suggests HCV sales (which we know are back on the table), and PCR sales are happening. Either way we'll have answers soon. Lots of interim results have come out for the last months for companies, showing financial to June. I'm guessing things have picked up since then given ordering cycles and the 360 report on the HCV sales.