Ann: Annual Report to shareholders, page-5

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Whatsamadoovie

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23/10/17

18:25

Post #: 28125744
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Originally posted by SkyDi ↑

After many years in VLA, I'm now free-carried after taking some very nice profits. I've certainly learnt about PATIENCE with this one. I agree @Lopez that it would be nice for another bull run and a new floor above $1.00 (I thought we had reached that new floor earlier this year...)

From reading these threads for many years, it seems many expect/want a takeover bid and are frustrated it hasn't come earlier. Is this the reason for the lower SP (than valuations and CATAVAK's results would suggest)?

From Malcolm's MD Letter (my bold)...
'Based on the growing body of clinical evidence suggesting CAVATAK’s use as a valuable new oncolytic immunotherapy, we are vigorously pursuing our strategy of partnering or licensing CAVATAK at a key value point.'

MM's focus seems to be on progressing VLA (perhaps even becoming commercial) rather than actively seeking suitors for a take over. Future revenue from partnering or licensing could get interesting.

Interested to know your thoughts @Lopez, @bripoz, @F18DG, @ozkartman, @frankthetank123, @roselette (if you are still in VLA)

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Takeover, licencing, partner.. all would be fantastic, all would help get Cavatak closet to being an available treatment, and put a rocket under the SP. everyone would win from any circumstance.

It’s time for it to happen.. there are lots of other drugs that are taking the place where we should be, and we have better results..

Gltah.

VLA Price at posting: 80.5¢ Sentiment: Buy Disclosure: Held
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Ann: Annual Report to shareholders, page-5

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