research reports and media, page-2978

Yeah agree, there are things beyond our control....

The Market
Inflation
Consumer sentiment
Interest Rates
...etc

So many things we cant control...but

We can mitigate via research
By chatting to patients
By understanding what are the patient's needs, what they want...what is their problem and how at all we can solve or assist them one day.
Learning what we have, how it works, why it works.
By forecasting for ourselves...imagining the future....by us watching out for negatives...by watching the competition what do others in the OA space offer...what is surfacing...?

Despite all our network and research and talking...we can still be wrong due to intrinsic or extrinsic reasons...but I like the odds of this one, they are in our favour. The only thing is, is that it is a long play ^*....and we are currently being somewhat crushed at the moment...but should we care so much what it does from a day to day timeframe?



Well yes if you are trading it, yes if you need the money to buy lunch next week...yes if you want to go to The Bahamas instead of the local pub and you need the cash soon...

No way is this a play for everyone...what stamina you need, specially if you do tend to watch it closely....but for the longer term holders....well I'm buoyed by the fact that in the background while all this showy raucous plays out..we are dosing more and more and more patients each and every day. Each and every day I'm guessing we are providing real relief to many. This data set is building. The evidence is being collated.



Every day that passes...we approach Read out day.






* = I say it is a long play...but is it? For those that have been waiting since 2015...do we really have a long way to go? Couldn't our story improve within months....within 2 years...within 4 years? To a lot that's too long...but for many, if you can wait...it could just be really worth it....
My views.