SPL 3.19% 9.7¢ starpharma holdings limited

Ann: Annual Report to shareholders, page-41

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  1. 15,725 Posts.
    lightbulb Created with Sketch. 5750
    Using Afterpay analogies with reference to Starpharma sounds a bit desperate ?

    If one is to take you at your word, AG want to dump their “entire balance/holding” ? Confirmation of a big LT supporter who has lost confidence

    The only real benefit I see is that there is only circa 400 million SOI and we are basically sitting at cash value once R&D rebate comes in so if any big pharma really does believe in the science we might get bailed out somewhere between 75 cents and $1 in a takeover scenario … other than that I wouldn’t get too excited based on the last 3 years of supposed DEP commercial in confidence discussions - the real question I guess is why aren’t any of these ‘discussions’ and (obviously) data appraisals from the 3 phase II DEP trials resulting in DEP license deal ?

    Is the science not up to scratch or are Starpharma asking for too much money for these license deals ? Either way the delays in attaining any license deals doesn’t look good ?
 
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