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
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Last
$2.45 |
Change
0.010(0.41%) |
Mkt cap ! $1.691B | |||
| Open | High | Low | Value | Volume |
| $2.45 | $2.51 | $2.43 | $5.243M | 2.122M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 35541 | $2.45 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.46 | 2681 | 1 |
View Market Depth
| Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
| PNV (ASX) Chart |