Ann: Quarterly Cashflow Report, page-14

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gaucau

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31/01/19

13:18

Post #: 37280923
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Originally posted by jazzapat: ↑

Myownmoney, I think you have a right to be pessimistic on sales, given the delays in Australia and numerous missed timelines. although I have a different view, but each to their own.
some may not give it much credibility, but the recent Quarterly states
advanced pre-launch, extensive sales training, promotional activities & product manufacture...  all in readiness to launch in multiple territories in 1H 2019... (calendar year).

I am confident we will see sales in Australia & RoW in the first half and this will build rapidly over coming years. Early sales will not make the company profitable, but it will provide evidence of market acceptance, pricing and growth potential. in turn de-risking the company, even if the US is delayed. SPL have produced the product already and I assume they are only producing based on demand forecasts from their partners, and not just for the sake of it.
RE Dep Dox, it is not just about efficacy but it is also about the reduced side effects. at the moment it is showing signs of both efficacy and reduced side effects.





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Yes I agree.
While the efficacy of DEP used with the various Cancer drugs is obviously the main issue and we are all hoping it is successful.
I see the reduced side effects of DEP as also very important.
There hasn't been much discussion about this but as I see it, it is the ace that we hold in case the efficacy of DEP isn't as successful as we would like.
People with Cancer will be all over this if it means that they have less side effects when taking DEP with the Cancer drugs.
I think trials will also show efficacy, to what degree remains to be seen.
If the Cancer is picked up earlier enough then it could well knock it out completely.
If the Cancer is picked up late, then the Patient hopefully will at least have increased life expectancy with reduced side effects.
If you were the Patient, what would you do?

SPL Price at posting: $1.10 Sentiment: Buy Disclosure: Held
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