Yeah, premium membership. An alternative is pick a board no one posts on and lurk in there instead I guess, but still readable and in particular readable in your posting history. Posting here doesn’t appear in history. What on earth have you got to say that can’t be said in public?
Haven’t really followed TILs much since watching the presentation a while back. Really just hoping GDR comes through soon to give me some play money. I’d definitely consider PLX as a buy and hold until the royalties start arriving, hoping the timing works with Awacta
Yeah, I was wondering if the GDR litigation argument would also apply to PLX giving an instant market and sales in the states following approval? If they’re better than the incumbent and it looks like it, you’d imagine the yanks suing for inferior treatment?
Yeah, the share price has been getting kicked for some time and it seems crazy that they’re a year away from approvals and a huge market and it doesn’t appear to be reflected. Could it just be cash burn and the market thinks they won’t make it? Looking at their accounts and previous cash levels, it looked ok to me. Big disconnect as you’ve said
The reason it’s bonkers is that you’ve got amazon doing the opposite and playing with bricks and mortar with their amazon go concept.
Covid will shake up retail massively. You could have put a remarkably straight line of 10%pa for the share of uk online sales for the past decade. Due to Covid it leapt the equivalent of 8-9 years worth of annual growth. It’ll now be interesting to know how much of that sticks as the lockdown situation changes.
I saw a decent argument on GDR regarding litigation and potentially the same applies here. Assuming it makes it to market as the superior product and it looks like it will, then once it’s available it’ll have to be used by everyone to avoid being sued. Reasonable?
Evening RD, thanks for the pointer. I had a read through their last quarterly statement and I think you’re sat with a gem in your portfolio. The warrants, share issues are already accounted for so my understanding is that the dilution has happened? Either way, it’d appear like much of a dilution for an injection in cash (as a bio they’re obviously burning it), and the potential revenue stream is very substantial and should start unlocking this year in to next. A billion+ in payments shouldn’t be sniffed at!