Hi Ozzie,
Certainly cannot think of 5 positive items. For me there is only one.
The CEO & the new Team look like really good appointments. Lots of experience in this area. So, that for me that is the only real positive.
I can’t really say even if the device is that positive since it has only limited data available from a single arm study (PanCo). With no RCT completed yet and hardly any commercial sales, still has risk in my opinion.
Hard to say whether the market approvals are that positive so far with very few sales. Yes, they look good for headlines but how does that translate into meaningful sales? Not much reimbursement going on that I can see either.
Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-65
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