Agree that more transparency about timing issues would be good, as well as more metrics about Ultralute. SEEMS to be a very novel product with sizeable volume potential, but no idea of price or margin. I think that they have been upfront about timing, but otherwise vague.
US success is the medium term game changer. But seriously also need to watch for expanded indications evidence coming through. Check out the Newcastle study release and Google the HMRI video about the study. IF (and it is blue sky) US gets up for the PE indication and indications for TEchnegas broaden, then s true step change in demand.
I am happy to hold st these levels. Don't see much downside, but understand why others are sitting on the sidelines for now. Won't be the most exciting stock for the next year.
CYC Price at posting:
87.0¢ Sentiment: Buy Disclosure: Held
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