AVR 3.50% $13.51 anteris technologies ltd

Ann: HSV-2 Phase IIa Results Investor Webinar, page-114

  1. 2,398 Posts.
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    Hey lex, what do you see is the benefit of a collaboration without up front payments?

    I would have thought the company, Ahz, would be the dominant partner as it has the possible superior IP, for it just to be ' ... only teaming up to share ideas and techniques etc' suggests that there is someone out there who has compelling research to complement our own tech.

    Remember too, that sharing of the above '... ideas and techniques etc' means also means sharing potential windfalls!

    If this is not the case I would certainly expect WP and team to negotiate an upfront payment to preserve and further Ahz IP.

    It would seem that the market does not expect a upfront payment, up and till today, today's closing sp may either be a pump and dump OR the beginnings of a rerate (higher lows)!

    In regards to my sentiment, it would change too 'buy' if I had money that I was not 'sweating on', if I come into money I would buy, but at this time happy to hold!

    Cheers.
 
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