I agree the Ann is confusing the market while it could be clearer with details and directions. But it shouldn’t be read as holding off revenue or other chances. Just read what TK says in the Ann again I think he has been quite specific. ”We are pleased to be working with the global consumer healthcare team on a unique and important standalone product that neatly complements the solutions in our existing portfolio”
The portfolio in below chart should be what TK refers to - telehealth, clinical use, 3rd world and direct to Consumer. This Sanofi option was not prioritized 2 months ago but now came out before others thanks to Sanofi’s invitation. I am pretty sure RAP sales team are still working with LM, Ping an good doctor, German hospital etc for a deal, which are based on our CE & TGA approved products, prior to the outcome of collaboration with Sanofi.
RAP Price at posting:
27.0¢ Sentiment: Buy Disclosure: Held
