Link to the latest quarterly investor call here:
https://m.soundcloud.com/resapphealth/quarterly-results-investor-call-3-august-2020
If above link is corrupted due to HotCopper protocols: google “Sound Cloud Resapp quarterly investor call” and it should come up as the first result.
No major updates from the call. I did appreciate Tony’s positivity on the call though, particularly when he was speaking about the future for ResApp. Obviously, he would have also been aware that the revised Pfizer offer was in the back pocket so that would have probably helped his enthusiasm.
Pfizer clearly want ResApp’s data and technology. They have shown their hand by revising the bid so early in the piece. The smart investor will realise this and knows that if they hold tight they can solicit a better offer from Pfizer. This is a critical moment in the negotiation phase. IMO DYOR
Yes voters and those undecided who have any hopes / dreams of an improved offer, would vote NO at this stage and revise their vote right before the deadline if no better offer arrives. You can’t lose by voting no right now - simple. I can see Pfizer being willing to go at least 27.9 cents, the upper end of the independent fair value range. I don’t think that’s an unreasonable expectation. Not financial advice IMO DYOR of course
(20min delay)