I think this post (https://hotcopper.com.au/posts/73093226/single)
by @mason also applies to Clarity for the following reasons:
- Clarity is in the oncology space which is highly critical, very expensive treatment, and a current hotbed for M&A activity
- Clarity is likely First-in-class (FIC) and Best-in-class (BIC) in TCT’s as both a Dx & Tx especially with >24 hr imaging and 2mm lesion detection (high specificity)
- The trials to date have proven to be highly effective, safe and also requested by EAP for prolonged use
- Bombesin is proving to be a boon to those not expressing PSA and hence a potential niche/ orphan market?
- Sartate etc are cherry on the cake
- My guess is we may enter into breast cancer space shortly with the funding in place.
To top it all, we have a highly capable management who are technically and financially skilled and are just tying the bow on Clarity as the M&A deals are getting closer and there is bound to be news that would be attracting many suitors and this is amply acknowledged by Alan’s comment highlighted above.
AIMO. No advice.
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