NOTES on AGM 2020, page-4

First 4 Last

Share
Profile

Follow
Nickporthcawl

1,611 Posts.

197

19/11/20

23:46

Post #: 49005324
Share

Originally posted by Eire2011: ↑

Awesome report Mozz and thank you. Capital 51 released a podcast tonight that discusses the importance of the FDA feedback and how this may impact the Pay for use SAS program.

The other nugget I got was the comment (and I need to listen back once the recording is available) that MPS may be partnered earlier ie on phase 2 results while we focus on the main event. Even went so far as to suggest BioMarin who we now have links with.

Again, thanks for the report. The main takeaways for me where:

* We have so much going on that we require a 2 day R&D event to go through it all properly. This will likely uncover new indications that we are not aware of.
* Partnering for MPS could be earlier than OA
* We may become revenue generating earlier than we all thought, opening the door to more long only funds.
* The conference presentations will likely increase the growing overseas interest.
* There are exciting plans in the wind to do more JV’s with Bene, even involving building manufacturing together if we are successful.
* The FDA feedback is critical for so many reasons and a lot of our next moves depend on it. Essentially the feedback from this meeting could determine whether we need any further CR or not.
* We have already had unsolicited offers
* Paul is working hard to protect the company from a premature / forced takeover.
* That I need to eat humble pie as the questions we asked were the best ones and answered so much more candidly and in detail that I expected.

Thanks again to Mozz and to the excellent (and rare) PAR HC community.

Expand

Great posts Mozz and Eire. Excellent writing style

I belief the R&D is a one day event either the 21 or 22 Dec

Absolutely agree that Paul knows what we have and will maximise SH returns

PAR Price at posting: $3.05 Sentiment: Buy Disclosure: Held
8 Upvote

0 Great analysis

Reply

Top Stories

AHN

Athena, Fenix, and Warradarge come together for Mid West Green Iron triumvirate

TMG

Trigg up +10% on antimony target boost; fieldwork kicks off

AII

Inside the depths of Panasqueira: A legacy carved in rock

S32

South32 flags higher Mozal costs as site's electricity supply remains 'uncertain'

Listen: HotCopper Wire Podcast 017 – RBA holds the toppings

First 4 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 42.0¢		Change 0.005(1.20%)		Mkt cap ! $168.9M

Open	High	Low	Value	Volume
42.0¢	43.0¢	42.0¢	$27.55K	64.83K

Buyers (Bids)

No.	Vol.	Price($)
3	2289	42.0¢

Sellers (Offers)

Price($)	Vol.	No.
42.5¢	57349	3

View Market Depth

No.	Vol.	Price($)
3	2289	0.420
2	15481	0.415
7	159721	0.410
8	30912	0.400
4	72849	0.395

Price($)	Vol.	No.
0.425	57349	3
0.430	52849	2
0.440	45993	3
0.445	61686	4
0.450	76384	5

Last trade - 11.05am 14/07/2025 (20 minute delay)

PAR (ASX) Chart

NOTES on AGM 2020, page-4

Athena, Fenix, and Warradarge come together for Mid West Green Iron triumvirate

Trigg up +10% on antimony target boost; fieldwork kicks off

Inside the depths of Panasqueira: A legacy carved in rock

South32 flags higher Mozal costs as site's electricity supply remains 'uncertain'

Listen: HotCopper Wire Podcast 017 – RBA holds the toppings

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

NOTES on AGM 2020, page-4

Top Stories

Athena, Fenix, and Warradarge come together for Mid West Green Iron triumvirate

Trigg up +10% on antimony target boost; fieldwork kicks off

Inside the depths of Panasqueira: A legacy carved in rock

South32 flags higher Mozal costs as site's electricity supply remains 'uncertain'

Listen: HotCopper Wire Podcast 017 – RBA holds the toppings

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News