Well stated Ttppxx. IMO AT will continue to progress the trials and build a case where it will become obvious that Cu64/Cu67 provides a best in class product that other radiopharmaceuticals simply can't match.
How long before that gets translated into the share price is questionable, but certainly around the current price it provides a wonderful opportunity as a longer term investment IMO. And i doubt that the Clarity board would entertain any substandard deal, be it partnering, takeover, or anything similar. I'd assume any takeover offer would only be acceptable at a substantial multiple of the annual revenue of a fair share of both diagnostics and therapy within the US sector - that would put the price, on the current 321 odd million shares at A$20++/share!
Whilst the radiopharma sector may have cooled somewhat because very few small radiopharmaceutical companies remain available Clarity is clearly the standout radiopharma company yet to be taken out.
Oh, and as you mentioned Ttppxx, of the current revenue earners in this sector - i wonder if either of those revenue earners has approached Clarity in order to consider some sort of deal. I wonder . . .
CU6 Price at posting:
$2.22 Sentiment: Hold Disclosure: Held
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