PAR didn't get to see the mst access revenue and profit projected analysis and only engaged on the technical matters of what their products do or might do and won't comment on the bit we are interested in.
mst access based their analysis on Ophir a little too literally in regard to revenue.
IMO, given COVID-19 everything will take longer, including both trials and take-up of usage.
So instead of me thinking we would at least get a BigPharma offer by mid 2021, now i think it will be end 2021.
Also, given the expected economic downturn, and liquidity effects probably any offer would be lower than we expected.
The 51 reference quoted in earlier is worth a read. I don't agree with all the reasoning, and the path from deflation to inflation isn't convincing, but i do agree that corporate refinancing is a big problem and that recovery won't be V, rather a lame U shape.
SO, IMO on today's price & outlook more like a 20 bagger end 2021 than than a warp speed star ship..
DYOR.
FiftyOne Capital, page-49
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