Ann: 2023 Results webinar, page-38

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In4apenny

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01/03/24

08:24

Post #: 72685138
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Originally posted by Guzz: ↑

love to hear everyone's views - but also love how it seems the majority of regular posters here on the forum took the time to actually go through the presentation and come up with their own opinions.

From experience there are a LOT of investors in HC whom wouldnt even know what product their company is spruiking !!

I agree with some comments that Jon seemed strained. Now, I temper that with - for those that have seen previous Jon presentations before - the dude is an absolute "Ice Bath" when it comes to CEO's !!

To further clarify, although a CEO Jon is a medical person first and foremost. To me, it was clear his frustration was aimed at everything non-medical - Culper, asking of dividends, partnerships, SP action, milestone payments. To me, those financial angles were the ones causing him the strain and frustration.

For those on the call I was the one whom asked the question whether NNZ2591 could possibly relate in the future to Chromosome 18q- conditions. When he read that question his voice picked up, murmured "great question" and responded with "at this stage we have gone with the indications which we believe have the greatest application - however we will consider others as opportunity arises over time" (or something to that effect).

He ultimately kept coming back to his previous line of "let the science prove the value". The guy - although a CEO - is clearly not as engaged with the finance aspects of the company as much as the science and getting the best outcome for the drug, patients and carers...which in his mind will ultimately reward stakeholders.

I applaud the approach, which - 100% ethical - means the board and Jon avoid all the other dubious practices we see Executives, CEO's and boards do in relation to finance, CR's, etc on the ASX.

This brings me to my last point - based on all of the above, I just cant see how Jon would entertain a takeover or partnership unless it advances the drug in either time-to-market, success or scale. There is just no way - IMO - he would do a deal purely to get a good price.

Again, all the above is IMO - but its a solid reason(s) why this company is on the way to greatness.

Sometimes its good to have someone at the helm whom isnt prioritising returns !!

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Notwithstanding JP's science background, he is also a chartered accountant, so he also has a finance focus.

NEU Price at posting: $19.36 Sentiment: Buy Disclosure: Held
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Last $12.64		Change 0.380(3.10%)		Mkt cap ! $1.567B

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