I guess we should not be focusing on what is, but what will be.
~ The heparin sales will generate more profit than cochlear announced yesterday. There are no costs to acl anymore for this, just milestone payments & then royalties. The have two huge partners, who are both great at what they do.
~ The mtr products are fairly risk free. They are showing slightly improved effecacy, but have much less side effects than their relevant chemo drugs.
~ acl's other technologies are showing good results, & are progressing.
~ The company is cashed up.
~ The are an obvious takeover target. infact that might be the reason for the reduced sp, as an interested party is bringing the sp down, pre bid. I don't actually think that is happening though.
~ All brokers who cover acl have it as a buy. With price ranges from $1.80's to Bioshares's $10+. Momenta in the US, who are probably the best yardstick to compare acl with, are valued at US$428. This is despite price weakness caused by an impending court case regarding patent issues.
buy & hold
I guess we should not be focusing on what is, but what will be.~...
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