AN1 11.1% 0.8¢ anagenics limited

Here is my personal summary of what has been said in the video...

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    Here is my personal summary of what has been said in the video and the presentation, and of what has been discussed in this thread.

    Maria Halasz closes her presentation in the video with major items to look out for.

    1. Regarding midkine:
    "The meeting in Munich will deliver some of those news flow items."
    https://www.youtube.com/embed/--K6bqlPin8?start=454&end=465

    (Comment: This sounds very definitive.)

    2. Regarding evolis professional:
    "We are growing our market in the US and China. so news flow around distribution of our consumer products there is very important."
    https://www.youtube.com/embed/--K6bqlPin8?start=444&end=454

    (Comment: Another very specific statement. New distribution deals in the making?)

    3. Regarding Financials:
    "And if you really look at the company generally, the financial results are also the things that investors should be looking out for."
    https://www.youtube.com/embed/--K6bqlPin8?start=465&end=473

    (Comment: As mentioned before by others such as gliontos, this is quite a promising statement. As always, I will be content with moderate growth but would not be surprised by a new record quarterly either.)

    From the presentation:

    newsflow.png

    What I have written down in my notes for 2018:

    - Look out for good and growing revenue for this quarterly and the coming quarterlies.
    - A growing market penetration in the US.
    - An expansion of the currently limited market penetration in China
       ("more channels by end of 2018" - investor presentation)
    - Potentially a Chinese import permit for evolis branded products (speculation)
    - New distribution deals in the US and elsewhere.
    - Recent and upcoming patent applications leading to new patents issued.
    - New evolis branded products "by" mid next year. Who knows, maybe we'll see them in 2018.
    - Study results and research results, and potential publications, after the midkine symposium.
    - New research collaborations in the midkine space, as a result of the symposium and otherwise.
    - The start of the Fillerina distribution that should boost "growth and sales".
    - Growing revenues through Pacific Edge partnership (probably not too relevant yet this year)
    - "Significant PR and marketing campaign underway" (investor presentation)
    - Leverage full AU national sales team - for evolis and now also Fillerina (as per investor presentation)
    - As Advangen is going this path now, potential further distribution deals for products complementing evolis and fillerina for further synergies in the cosmetics market. (speculation)
    - Orphan drug application
    - Other potential deals.

    I think this looks extremely promising for a little biotech company. How on earth anyone would be selling now is beyond me. But do your own research.

    Once more, here is the investor presentation:
    http://www.cellmid.com.au/SiteMedia/W3SVC921/Uploads/Documents/Cellmid Investor Presentation.pdf

    And the video in full length for those who haven't seen it yet.


    May the bulls be with you, CDY.
 
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