I attended the Macquarie Conference in early May and heard Sirtex present. The guy who presented had been with the co 10 years and seemed to know the co and the market inside out. Down to earth but very impressive. Didn't give any guidance (they never have) but made the point that past SS trials had all been positive in all diseases they'd been studied in, so reasonable to assume current trials may follow a similar outcome. Clearly a strong management team with a great product and working (quietly) away on new ones. I would like to see an acquisition of a complimentary product though.
chart showing breakout imminent, page-8
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