Two things I noted, one good, and one that makes me wary.
By the sounds of things, they expect to finish recruiting for the BARDA trial by this financial year - after data analysis, and if that leads to approval to full thickness burns in the US, they explicitly have said that BARDA may decide to stockpile - wonder what sort of revenue bump that will be?
For the Sypath trial that is ongoing, I worry about the statement I posted below - they're reassessing the trial design - this makes me think that results aren't as they expected. Did anyone ask about this during the question period today (I couldn't watch the session).
Overall I'm happy with the company, as always am disappointed by the share price. I wouldn't be selling anyways, so no real difference to my bank account. Just a bit hard on the ego.
(20min delay)