AT1 FY21 - General Discussion + FA, page-2127

I am in a similar boat but would like to think the overall STD market remains promising with numerous forecasts reporting 5%+ CAGR and the prospect of hundreds of billions in market size.

The question boils down to whether AT1 is capable of capitalizing on this opportunity and making something out of it. Given they have restructured over the past few months, I am willing to give it more time before jumping to conclusions. We may find ourselves in much better SP territory after Lumos received clearance on Febridx in the next few months.




As you said, let them burn some cash