Thanks to Melbourne shareholders for the welcome on Wednesday. A great day (even with Virgin canceling my early flight from Adelaide and delaying the next, so unfortunately arriving after Pete’s presentation. But I know the stuff on that level, if not at Mason’s lol).
Some takeaways over drinks, food and bonhomie: the main risks are
(1) execution (sure, measure 1000x and cut once, but human error can’t be eliminated or we wouldn’t be human… the missed late-night decimal point that misdirects the spacecraft…); and
(2) external events such as geopolitical ones.
Another topic was that market penetration depends on insurance companies paying the extra $15K/dose, and that in the US many are uninsured.
A concern of my own is the US/Western pharma establishment closing ranks. AFAIK the FDA is ‘owned’ by BP (like the Fed by private banks) -insiders like von Hoff are crucial. An upstart newcomer is never welcome to upset the apple cart. Starting the game off in Asia looks like a good move.
- Forums
- ASX - By Stock
- Ann: Race to Present at TechKnow July Conference
Thanks to Melbourne shareholders for the welcome on Wednesday. A...
-
- There are more pages in this discussion • 1 more message in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
STX
Strike hands $48.5M contract to Clarke Energy to produce 20x 4.5MW gas engines for Sth Erregulla
MND
Albemarle lithium downsize burns $200M hole in Monadelphous's pocket as latter's contracts terminated
GML
Gateway Mining sells WA Eastern Montague gold project to Brightstar for $14M – half of that in shares
Add RAC (ASX) to my watchlist
(20min delay)
|
|||||
Last
$1.51 |
Change
-0.040(2.58%) |
Mkt cap ! $261.5M |
Open | High | Low | Value | Volume |
$1.55 | $1.55 | $1.51 | $81.70K | 53.67K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 5000 | $1.51 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.53 | 440 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 165 | 1.510 |
2 | 1796 | 1.505 |
6 | 4235 | 1.500 |
1 | 950 | 1.495 |
4 | 38460 | 1.490 |
Price($) | Vol. | No. |
---|---|---|
1.530 | 954 | 1 |
1.535 | 84 | 1 |
1.540 | 6711 | 4 |
1.545 | 645 | 1 |
1.550 | 3784 | 2 |
Last trade - 15.00pm 02/08/2024 (20 minute delay) ? |
Featured News
RAC (ASX) Chart |