UNS 0.00% 0.5¢ unilife corporation

what am i missing, page-55

  1. 1,247 Posts.
    A question I would have is why did Orbimed miss it as well. They had to do some due diligence as to where UNS stood. It could have been entrapment but that could lead to litigation re unfair practices.

    I've been arguing that they are getting closer to commercial scale production however not in the volume that was supposed. My thesis is for a 30 to 100+MM ramp occurring over 2016 and 2017. However the company through statements and on the video before it was updated projected a much larger capacity. The misstatement were not of a ramp occurring but how big the ramp was.

    It is the shades of gray or the "gilding the lily" that has blown much of their credibility. Yes things are progressing just in much smaller numbers than we assumed and in a longer time frame.

    I invested because of the WI technology and if your going to do a strategic partnership pick a partner with a drug portfolio of mostly injectable drugs. So far I have not been disappointed.
 
watchlist Created with Sketch. Add UNS (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.