PNV 6.62% $2.54 polynovo limited

Ann: FY20 Results Webcast, page-127

  1. 6,521 Posts.
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    This is an amazing report.

    All the forward indicators are fantastic.

    Fantastic to see that they are just powering through COVID unlike some other companies.

    Interesting to hear Paul's comment about Aroa that their product is just one of another thirty something biologic products - which is in line with my research which is that it would be difficult for Aroa to differentiate it's product from a range of other established biologics.

    If this result is not good enough for you to buy, then you are probably one of the types of people who didn't like CSL until it was trading at $300+.

    That's fine by me because even though this is the largest holding in my portfolio, I have no hesitation in adding to it.
 
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