The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Mr Costs
The positives are thin pickings but:
There will be another respiratory virus outbreak and governments and the private sector have that in their sights
Early intervention with IFN in an outbreak- say an old people’s home - could be useful.
If some efficacy can properly be demonstrated then this product might have a commercial future as an extra tool in the physicians tool box.
The share price is reasonably cheap
The final possibility is that the research on bio markers or the interaction with viruses and IFN suppression gives new insight as to how IFN may be used strategically . But that is speculative at the moment.
What seems really unlikely is that this will become the blockbuster some think it will.
I repeat people have been saying IFN will revolutionise therapy since the 1970s.
Given where we are and the cash spend I doubt the company will survive but it might