bd snn interview, page-3

Terrific find KP!

Great interview, Dolphin was on the front foot and the interviewer was enthused. I loved that Dolphin quickly put in that USD of Defence was a 'great endorsement'. A far cry from a halting, stilted interview last year.

The FDA timeline is disappointing, I was expecting this earlier but they are STILL in recruitment due to tight criteria with approval for 2014. Given that the earlier the burn is treated with recell the better the result, USD of Defence must be impatient for progress.

Loved the succinct delivery, the stages of development and and the points about JVs, partnerships etc and are excellent.

Pickup in other markets, plus enthused US shareholders anticipating FDA approval could see lift off earlier than the FDA approval itself. There is a lot of investment money sloshing around in north america looking for a destination.
Feeling a lot better for having seen this one, thanks.