Ann: Two more PANCOSIL Trial treatments using OncoSil device, page-77

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Gekkowolf

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01/05/24

16:07

Post #: 73612404
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Originally posted by tinyteddy: ↑

If you're looking for an investment with a mature profit making medtech you're looking in the wrong column.

The company is currently valued at 12 million. That's in AUD.

So it's priced as a complete speculative medtech with virtually no prospects.

The question is: does this company have a much brighter future than the market is valuing? Or is it a dead duck?

I'm backing it as a turnaround.

Also, the market valuation will not be based on sales, but on the prospect of a future sale to a bigger company. So, the milestones are clear and baked into Nigel's options package: funded studies into adjuvant therapy with folfirinox (currently not authorised), percutaneous implantation, cholangioca, etc. These are all about extending the eligible population and the registration of the product. OSL and we shareholders are doing the hard yards of research and development risk so that a bigger fish who can take it over and generate those reliable sales (with much less risk) will pay for the privilege. I'm pretty sure this will not become a dividend paying, stable medtech.

It will be sold before that, if only because the ultimate FDA approval for pancreatic ca requires more capital than we can raise.

So the value inflections will be:

1. Successful folfirinox trial (and extension of label)
2. Successful percutaneous trial (and extension of label)
3. German GBA trial approval
4. FDA yes for cholangioca
5. TGA

There's nothing absolute there about sales imo.

I say hang on for the ride.

Expand

Okay TT. First Question:- Will we have enough cash without the sales to achieve those 5 milestones?

Second question:- Then why does the company always come out and talk about commercialisation and signing commercial agreements if it’s not interested in delivering meaningful sales?

OSL Price at posting: 0.5¢ Sentiment: Hold Disclosure: Held
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