It's all about HDE approval by FDA. When that comes, there will be a boost to everything: sentiment, earnings, share price.
Roberts was frankly terrible, and his answers were extremely poor. Dismissing the share price performance was insulting, and using Covid as an excuse for everything was just ridiculous. He didn;t sack Kenny because of Covid. Mr. Cross should now also resign.
Sirtex took off after Roberts left there so lets see what happens here.
Letting Kenny run as the defacto Chief Medical officer for the company (and NO other medical input on either Board or executive) was a massive mistake. They were all out of their depth.
Things are much better now, its just a question of capital requirements for pivotal trials.
Ann: 2021 AGM CEO Presentation, page-5
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