SPL 1.02% 9.7¢ starpharma holdings limited

Bye Bye Mundipharma, page-15

  1. 9,400 Posts.
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    So the question is which bit of near term news do you think is going to happen in regards to price and in what timeframe.?

    Lets say ?

    poisons review at TGA . Achieved $... Failed $..... Seen by some as the precursor to getting VZ TGA approval?
    TGA approval for viraleze Achieved $... Failed $..... Just not sure where in TGA it is?
    Viraleze on sale again in UK Achieved $... Failed $..... No idea why repackaging and restockig stores for sale hasn't happeneed?
    Viraleze actual initial order in Saudi Achieved $... Failed $..... Nice but follow up sales what matters
    Real Vietnam sales number Achieved $... Failed $..... Some real idea of demand but need to know margin and cost share of promo etc if done as a rebate etc
    DEP readout of some data Achieved $... Failed $..... Back to cash value 10c plus patenst VZ and BV?

    Then plays devils advocate and what happens if any or each of the above don't happen or are a negative result what would the share price be?

    Depending on order of events, their scale and content there is possibly both downside and upside. A failure in DEP may have massive downside if instos decide the platform doesn't ahve the promise they thought it did? Likewise if sales of viraleze don't start in AU and restart in UK something is up? With BV - well I gue snot much value being attributed to that as I can't honestly believe that in models they still have the 33 life of product payments ( minus upfront) still in there to be had in coming years considering what we see? I was hoping cash in bank and BV and VZ would provide a great downside buffer if it turns to crap with DEP but......................?.
 
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