TD1 tali digital limited

Interested in your take firsova. What do you see as the...

  1. 188 Posts.
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    Interested in your take firsova. What do you see as the positives?

    This 4c confirms my previous take that all of their eggs appear to be in the US basket. No mention of India or Japan in report.

    I also want to know more about the FDA approval process. How many studies are being progressed in the US? How many do they expect to progress as part of their evidence gathering process before they are able to actually apply for FDA approval? What does the timeline look like for this?

    Additionally, COH appears to be a concern going forward. With $1.85M in the bank, and outflow of $1.16 in last quarter, it appears that they have a very limited runway before they run out of cash. Given this, I would have expected more of an update on what is happening with respect to the $2M milestone payment expected from Akilli.

    So... mostly negative for me. Open to other thoughts.

    @donos - are you still around?
 
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