UNS 0.00% 0.5¢ unilife corporation

Ann: Earnings Call Q1 2016, page-19

  1. 1,247 Posts.
    I don't think they are going to give guidance until they have locked down production schedules and have the production orders in place.

    IMO I don't think we will see actual sales / COGS guidance until 2nd 1/2 of FY 2017. The signed agreements for PFS's kind of suggest FY 2017 for meaningful sales. WI's are just entering clinical trials and according the Griffin's update commercial sales in 2018.

    Even the new small version of the WI if adopted (AbbVie?) would take 18 months to see meaningful sale revenue.

    With that said I am perfectly happy with those timelines because it fits my investment horizon. If I was a really LTH I'd get out a bat and smash my computer to bits and never log into my portfolio again.

    What would give the stock a pop in the meantime is a cornerstone investor taking a 20 percent at a value set by MS. Once the capital question is taken care of and that value is seen investors that will help the SP.
 
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