Ann: Mayne Pharma investor presentation to Goldmans conference, page-7

Just had a read of Mayne Pharma’s investor presentation at a Goldman Sachs emerging companies conference that was listed on the ASX website. The MYX presentation is way too technical, & focussed on detail that most analysts, & certainly investors won’t grasp.

I’m surprised there’s not more focus on grabbing the hearts & minds of readers (photos / graphs), showing consumer confidence in your products (ahead of your competitors ie what’s your point of difference), & future MYX growth plans (incl but in so many words it gets lost).

I’d suggest the MYX IR team has a read of the A2 milk’s preso to investors (released today), & it’s pretty obvious why ones a poorly performing $0.67 share (down 51% in 6 months), & the others now up 68% in the same time to $14.

Yes, I’m an unhappy investor who thinks MYX should be far better placed with its SP, but similar to others in technical industries...sometimes the message is nearly more important than the detail in presentations (unless you have a medical degree to decipher it).

I’d even suggest Pg 20 is the only worthwhile slide...a great Tagline, but very little of the preceding 19 slides shows me how MYX brings ‘this to life’, & allows its patients to “deserve tomorrow”. And such a good tag line isn’t even used on each page of the presentation...to remind the reader what the focus of the company is, & why they’re reading another IR report !!!

When a company can't clearly articulate what it stands for & why it exists, it's a little hard to have faith in management.

GLTH.