Member Info for SLF72

an investment in a polariser means they can be get more value out of existing MRI machines, which in itself is probably quite an attractive rationale

That's the Christmas spirit!

If I remember correctly the hatch waxman was about exclusivity of supply of the gas. That's quite an important protection. I also seem to think its announcing was always going to be after FDA approval, it's redundant if it's too long after so perhaps we'll hear next week.

The FDA approval is a massive door opening, but the muted response might be due to so many companies recently with huge potential not living up to it. So the value will come on sales, not theory, and no one risks getting burnt.

Richard has always been pretty bullish in his assessment of the opportunity and he's pretty convincing so again, with luck we'll start to hear about new distribution soon.

As said above the bracco association plus all the use at key opinion leading hospitals must give us every chance of making efficient progress.

Thank you for sharing. I hope this is as good as it sounds.

isnt it just human nature to go to the wire on timing, everytime. whatever the outcome.
im not sure why im so calm about it. i'll be gutted if this doesnt get approved. and incredibly disappointed if it doesnt leave a pound well behind in short order.

Unfortunately, i'm not sure that pre selling like that is allowed. hopefully we've got whatever we can get, whether that is an expression of interest or phone numbers for a contract makers.

the price drifts down slowly but its hard to believe its indicative of anything other than the passing of time and therefore marginal increased risk.
the intraday movements largely seem to be theatre in that we almost always end up much closer to the starting price than the low price of the day. so just noise in my (ignorant) opinion.

20% distribution sounds good though, fingers crossed.

Jam,
It's dated Feb isn't it? So within the yr does still fit your timetable.
All fings crossed.

there's no point Richard saying anything. last time he pretty much said we'd got it. so maybe he realises that an update however justifiable is effectively worthless.
the fda will tell us what we need to know, when they're ready.

Sajy, can you confirm whether JW truly is irrelevant?

Sajy,

do you really want Richard to be relaxed about this?
this business i expect will be his livelihood, his employees, his stakeholders and his shareholders who have pumped in millions of £'s, have quite a lot riding on it and are relying on him to get it done. THIS TIME. Being as he was presumably even more relaxed last time and we know what happened then.

I'm over exposed. and i'm going to stay over exposed. again.

Yep, agreed.

And last time he was 90pc confident of approval and under the impression the FDA were duty bound to raise any queries they had during the review process, suggesting the outcome should not be a surprise.

I'm not sure. But I read it to imply they're looking at incremental needs or markets that haven't been considered or explored before.

So as long as they don't take their eye off the main ball can only be a good thing.

It's not incompetence, its intended to be a high bar. In our favour this isn't meant to be the most challenging application so hopefully all well this time.

The extract from the RNs that surprised me was the to planning of further clinical trial and FDA approval of label expansion into high value gas exchange. Not sure that's been mentioned before?

I'm not sure how much commercial activity they're allowed prior to approval. I've imagined mostly pr, networking, greasing appropriate wheels.
On approval day plus 1 it's going to be all guns blazing for polx, why wouldn't it be, even if macro conditions suggest demand could be slower than possible.
Just need to hope that health investment is ringfenced to some degree.

what a load of nonsense.

they've done the difficult dull bit, its taken years to achieve.
what they're non apathetically doing now is trying to alter the processes of a well established industry that hasnt needed this technology previously.
the top of an avalanche can look quite different from the bottom.

and the company doesn't set the share price.

i dont really go in for the conspiracy theories. or that big companies are happy for their customers/ markets all to die because the short term gain of ineffective treatment is relatively cash generative.

the reality is that companies are only worth anything when they are generating profits. everything else is speculation.
AN could presumably cut a shed load of cost and forward thinking activity and be in profit. or he could continue to invest in his tech and in his reach and then at some point in the future, if the product/ service is good enough critical mass will be reached and he'll be profitable again. how profitable remains to be seen.

but he is aiming big and that takes time.

Great interview. All positive.
The comment about traders is only what every other ceo would be thinking. Why wouldn't you want grown ups invested in your business whose time frames and aspirations mirrored that of the company's.

please take this with a massive pinch of salt, but in my extremely limited experience the offer price could well be based on the average of recent trading prices over a particular period. given there has been such big news recently i'd imagine any period average would only take into account prices since FDA. so i think we've only traded in the range of c.144p give or take 5 or 6p. so that would be my expectation, if there was a raise imminently.

i bought months ago at 140, given where we are now it feels a bit daft not to buy more.

not least as the last video of AN had him barely able to stay in his seat with excitement, there's quite a few ducks lining up here and its only getting more compelling.

And does it matter, there's lots of reasons to sell.
Could we really now think after waiting so long for validation, that now achieved, fda approval is actually a bit crap and the stock is a dog..