CU6 4.73% $5.09 clarity pharmaceuticals ltd

Research/Valuation, page-125

  1. 8,368 Posts.
    lightbulb Created with Sketch. 1379
    No, he couldn't help Race
    Alan is very good, but he isn't a fu# $ 1ng magician.

    CU6 has unfair product advantages over Race.
    * they sound plausible at first hearing
    * their TAM is smaller
    * they are incremental improvements rather than being FIC
    * they haven't been mysteriously dropped 35 years ago after being approved

    Also Board advantages
    * no selling by former Directors
    * no visible internal disputes

    Also an IP advantage
    * nobody has ever challenged its patents
    Last edited by IndexInvestor: 05/02/24
 
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