PNV 1.07% $2.31 polynovo limited

Getting disillusioned, page-70

  1. 33 Posts.
    lightbulb Created with Sketch. 11
    "There is no real reason, given the great progress and runs on the board that the SP should be where it is"

    I have to disagree with you. Although BTM is doing well, PNV have not delivered on other fronts.

    A case study: Hernia repair. So close but ....

    24 February 2014
    https://hotcopper.com.au/data/attachments/5597/5597176-57923e0421c072f9bed909feec4b87a4.jpg
    https://hotcopper.com.au/data/attachments/5597/5597180-a33b7e0b8339f15a87c19bc8dc04ab6f.jpg
    12 August 2014
    https://hotcopper.com.au/data/attachments/5597/5597192-2b02aa0716417fc5591aed405dc65dd0.jpg
    23 February 2015
    https://hotcopper.com.au/data/attachments/5597/5597216-ae0f9ad158ca09b2897b18a0d310b3c7.jpg
    29 October 2015
    https://hotcopper.com.au/data/attachments/5597/5597246-2e7db787242e3d11bd8b9545f9e21e68.jpg
    Change of tack... 19 February 2016
    https://hotcopper.com.au/data/attachments/5597/5597280-764632a5f9eb95cbef5880227e3f635a.jpg
    2016-2021
    In house development completed, New tech developed can be leveraged, equipment ordered, new plant commissioning delayed (covid).

    October 2021
    https://hotcopper.com.au/data/attachments/5597/5597507-ba091e2a9c2aa05b8537e0676d09f7eb.jpg
    05 Nov 2021 MD resigns

    14 December 2021 Bingo!
    https://hotcopper.com.au/data/attachments/5597/5597557-48348ed0ebc3c7c6a58190f611438398.jpg

    23 August 2023
    https://hotcopper.com.au/data/attachments/5597/5597300-293f620b8092943c144498b9ea47fb5f.jpg
    Nearly ten years to go from a successful feasibility study, with a partner of choice (who, I believe, succeeded with the help of another ASX listed company), to a focused approach after failing a pre-clinical study. Any investor's dream....

    I could spend more time and list market releases for:
    Synpath: From a successful feasibility study in 2021 (supposed to iron out any issues) to a 9 months (and counting) protocol review after 25 patients in 2022.
    Breast sling: 2017 Establishment Lab partnership, Dec 2020 development brought back in house, 2023 ?????
    etc.....


 
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