I don't think it's "interference". I think the reason you see skepticism from the brokers on Coris (generally from GS, but also now from JPM) is because of the constant time slippage on Coris. Claude Walker reminded me of the original timeline on X earlier this year:
- They started heavily ramping R&D for new products in FY16
- By FY18 they were promising "one or more new infection presentation solutions by the end of FY20"
- Here we are starting FY25, still waiting...
I know timelines on these things are slow, and there was the small matter of a global pandemic to deal with, but it's not hard to understand why analysts are going to be constantly asking these questions.
Ann: 2024 Full Year Results Investor Presentation, page-12
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