RE: profit warning g18 Feb 2023 16:02
afternoon all. yes lack of news is pretty disappointing. i agree entirely bignose, that china approval seems to be progressing well and on track for approval ether by end of year or first quarter next year. the continued silence re FDA is starting to get a bit worrying.does it indicate there is a problem which is simply not being disclosed?obviously i hope not, but surely in the absence of a problem there must have been some progress to report. hope im wrong.of course,now that mellon has almost 60% ownership,he may be thinking that a main market listing is not really serving much purpose.the main reason for listing is access to capital,but it seems manifestly obvious that in its present state , no one of substance is going to invest in erp, so why not just take it private. this would be, imo,t he worst possible outcome for PIs ,but it's the one i'm most worried about. strangely the inclusion of DLI gives me a very small modicum of comfort in this connection,as if (and it's a huge if) DLI did start to gain any traction,it might be in need of capital,although i suppose not having a listing wouldn't, in and of itself, preclude organising a capital raise in some way. just musing.