Ann: Actinogen presentation to ASX small & mid-caps conference, page-14

For those who come here for actual discussion of this company ... rather than the "entertainment" of repetitive dummy spits ... here is a link to the presentation Steven Gourlay gave at the ASX conference on 27 March (apologies if the youtube link has already been posted).

https://www.you tube.com/watch?v=caKi_A9XiD8&list=PLUm38kI3ZeYv0cRK5MXLlp2vrG0pokbup&index=11 ... (remove the space between "you" and "tube" to get the link to work)

I have to say SG is very forthright in his predictions about the chances of success of Xanamem (70-80%), about the size of the potential market ($20b) and about the expected revenue for the company ($5b). I'm not quite sure whether that is a show of confidence or a bit of desperation on his part. The company remains well funded so I'll give him the benefit of the doubt.

Also, did not know that dementia was the major cause of death of Australian females (I think SG said Alzheimer's but AI Google says it is more broadly dementia, which includes Alzheimer's). This seems one of those investments that might actually contribute a broader good.

Seems to me the timing for the interim results has slipped again, now at the end of 2025. Hmmm. SG seemed to suggest that any corporate action might be triggered by that milestone whereas I thought he previously did a good job of intimating something may come sooner than that. He said they have put the depression product on the back burner as that market is too competitive. I take that to mean that any corporate interest for the depression product has been far less than he had hoped for.

Anyway another polished effort by SG and no disastrous news, just more patience needed. Also I highly recommend the Edison "presentation" that is posted on one of the other ACW threads ... AI, hey, how our lives are changing...