That reminded me that there was a comment that they were receiving enquiries from new clinicians regularly about their trials and that recruitment for trials was strong.
In relation to a raid, Dr Taylor did not take strike me as the type to hold back in seeking maximum shareholder value. He pointed a number of times to the tight register and a deal on likely if recommended by Board, stating 60% in top 20 and 70% in top 50. Looking at last Annual Report, holding >100k is 91%. Not sure there is much of a free float here....
He did talk about a business with a 0.5 bn or less in sales being a failure (and referenced incumbents) in a market of 10bn and growing and impression was that as BIC Clarity would be able to grab a fair chunk of that..... at least with the analyst report an expectation has been set....
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