Nina is a very good presenter and she conveys her content clearly. She compares Dimerix to Neuren and I see similarities between her and Jon Pilcher - down to earth but very aware.
Despite her saying she is very focussed on deals, she said '....deals coming through, hopefully in the next year or two, you can never put exact timing on some of these things' which is enlightening for near term expectations.
Also, it was intriguing when she said they 'kissed many frogs' before settling on the ADVANZ deal. Maybe, for the other deals in USA etc, it is Dimerix who is not settling for mediocre offers and is holding out for an appropriate deal. This might make a longer wait more worthwhile in the long term.
Ann: Investor Presentation, page-142
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