SPL starpharma holdings limited

The great value of the DEP platform technology, page-2

  1. 164 Posts.
    lightbulb Created with Sketch. 19
    a good synopsis. well done!

    Medicine is, however littered with logical theories that don't work out in practice. or more often do not offer a statistical advantage.

    Even successful drugs poorly marketed fail to achieve commercial success.
    so the risks are never small.

    My thesis for SPL was built on Vivagel becoming a cash cow to fund the successful commercialisation of the DEP program.
    This is broken so I sold out some time ago.

    COVID has also impacted the timeframe for successful completion of the DEP platform trials.
    I am still cautiously optimistic that SPL can overcome these challenges but am not in a position to be comfortable investing without concrete evidence.

    As such will not be re-entering until there is proof of successful trials or deals. I will obviously pay a higher price at that point, but happy to pay for increased certainty.

    Best of luck to holders!
 
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