What's my investment thesis?
1) good product - superior patient outcomes and surgeon enthusiasm
2) good margin
3) Why would DW bank ~$50mil into PNV?
4) Why would high level (literally executive level and CMO) JNJ employees leave a company whose share price (and hence employee options) trade at $171USD a share for a a small Aussie biotech that trades at $2AUD a share?
5) Economic moat.
I'm tripling down on my investment.
Change my mind.
Ann: PolyNovo enters India market, page-84
Add PNV (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$2.34 |
Change
-0.040(1.68%) |
Mkt cap ! $1.615B | |||
| Open | High | Low | Value | Volume |
| $2.43 | $2.43 | $2.33 | $1.728M | 733.9K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 4407 | $2.33 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.34 | 16721 | 2 |
View Market Depth
| Last trade - 16.10pm 04/07/2024 (20 minute delay) ? |
| PNV (ASX) Chart |