I had a very nice conversation with the author of the Evolution Capital report. She told me that she did get the FDA timeline from the company. I am still very skeptical that an approval can happen before 2026 given my experience as a US biotech investor but that's how Wayne and crew see it and I'd obviously love to be proven wrong. She also stressed that there is a LOT going on behind the scenes, which I haven't doubted but was good to hear.
She also told me that there is a wall between Evolution Capital's research arm, where she works, and their investment services, so this report being released by the same company that has served as a placement agent for Anteris' offerings in the past doesn't mean anything with respect to a future raise.
Also, I want to stress that she has no inside info about this but she has a very strong gut feeling that a buyout is inevitable. Like really strong.
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