Ann: SYNBV MoU Webinar presentation, page-82

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asx11

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15/04/24

15:58

Post #: 73352581
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Originally posted by ForeverNewbie: ↑

While I agree with you around me not being 100% sure since a deal can't be done. I doubt a company would be willing to pay a companies debts and then provide further funding for phase 2. If they were acquiring 1AD maybe but otherwise, they would have no interest or care that 1AD creating share dilution.

Sure I mean if T/O can swing that, he'd be a far better person then I take him for. However it just isn't plausible.
Business 101, why would a company pay 7.5m to cover debt that the company will need to find themselves over putting that 7.5m toward phase 2 whereby they could get ROI. Paying someone elses bill that they will need to pay themselves is a 100% loss.

Definitely game city right now. Since the announcement a month ago, you could have almost made 100% buying the lows and selling the highs.
Its a rinse and repeat. I've noticed that once the buy v sell inverts heavily it generally signals the reversal.
Ie last week when we hit 3.2, it was 10m vs 6m - then reversed. Now it is 4m vs 10m. I would say someone will try to push this down to 2.7 today and then the reversal will come mid week.

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Asset financing would provide funds for AdAlta to undertake Phase 2 trials. Licensing to a BP could entail an upfront payment that AdAlta can spend on whatever they want. The licensing route provides many scenarios. BP could pay an upfront fee and progress P2 and do the clinical trial themselves. It could be anything from a one-time payment to upfront payment +milestone payments+ royalties. You are assuming AdAlta has to spend the money on Phase 2 trials but that is more likely in an asset financing transaction with an investor but with BP they may only need to manufacture the drug.

Just look at the examples of deals on the slides and do more research then it should start making more sense. Cheerio.

Last edited by asx11: 15/04/24

1AD Price at posting: 2.8¢ Sentiment: Buy Disclosure: Held
6 Upvote

1 Great analysis

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