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.
I think WHO will come last, it's not as much of a priority. Remember in the presentation DB said they're targeting country specific registrations, WHO doesn't supersede these so it's only useful for ones that have nothing at all.
The critical ones for me are FDA and ICMR. I imagine the regulators have their hands full and there is probably a lot of back and forth answering queries etc. hence the delays are slower approvals times.
If I was to guess I'd say ICMR will come first, as we have distributors there who can assist with the application and then FDA second - US is a bit of a vicious circle because we have distributors lined up but they want EUA first, whereas typically I think they'd help us push that approval through.
I appreciate we want updates but an RNS confirming "approvals are delayed, not our fault but we don't know when they'll land" is hardly going to help. DB will release one when an approval and hopefully an order alongside it lands, they'll we'll see the real rerate imo
@dufry guess it depends if they're happy to invest £2.5k and make 20% every couple of weeks (it moved from low 5s to mid-6s a couple of times) - if they're doing that across multiple shares then it starts adding up. Could just be doing it for the fun of it too though... who knows
@dufry my guess is the patterns for being able to trade have got risky because of the volatility in such a news rich period - even though investors rather than traders believe it's only going to go up. Given @pumpky says they've made x3 then that's plenty to take them onto the next trading share they can find, rather than risk getting locked in on this without being able to predict what's going to happen.
Just a thought, no idea if it's accurate
@philjpo sorry it was 12 June, I was looking at the RNS date... but yes agreed, although I can't see what the stage before "EUA submission pending" is? Maybe you don't appear on the list just for submitting, 'pending' likely means submission received and awaiting approval imo
@bapuk I think the key with both GDR and that stock is that amongst the longer term holders the sentiment has never really changed - riding out the storm can be weathering and frustrating for them/us but it doesn't change their forward-looking opinion. Those who do their research, believe the company can deliver and give it time to play out are the ones that continue to remain positive. The large sp rises simply enable the doubters to get off (thankfully) and be replaced by new and keen investors (thankfully again)
@jhfh I remember a while ago we'd discussed and agreed about a Lilly t/o more likely to be in Q3 if at all (we didn't know for sure who was Globalco). Given they've not made a deal with anyone in Q2 are you getting excited at any potential that HEMO is next on their list..? Or are you thinking that's still unlikely?