IMM 6.90% 27.0¢ immutep limited

figtree know the aussie market well, page-12

  1. 119 Posts.
    mark70920 - I agree with you, in the sense that we have only limited information regarding Ginny Raymond, and I'm certainly not counting out any profits just because she is on board, but I do feel that assuming she is a capable and connected person given her position within a company the size of Pfizer is not so unreasonable.

    If she was from a smaller Pfizer subsidiary overseas, even in a senior position, and had not had direct dealings with regulatory groups such as the FDA, or clinical staff at facilities of the status of Sloan-Kettering, then a higher level of doubt might be warranted.

    To get, and keep, the position she had within Pfizer in the US I think she would have had to prove her worth, and I don't feel this level of assumption is unwarranted, but this is not even close to proof,and I might be wrong.

    I will happily reassess my view, either favourably or otherwise, depending upon any further information becoming available.

    I think that the Evgueni Tablis example is a little bit different. If he had been a senior person in Opes Prime here in Australia then I think I would be more concerned, but he wasn't.

    I assume that we are not suggesting that every senior person in the numerous overseas Opes Prime groups are prima facie guilty of helping to bring the company down.

    Redfaces did make excellent points about the Prima announcement today - definite food for thought - and this is perhaps why I am so disappointed by the current 'guilt by association' post. It just doesn't seem consistent with his approach to post such an unsubstantiated comment.

    Like I said, each person is free to highlight whatever information they like in making an investment decision.

    Obviously there is a big grey area between expressing an opinion and ramping, in either direction. Let's just try our best not to cross the line.

    Final note - I notice I mistakenly hit the 'no position' button in my last post. I'm sorry for this error. I do hold stock, and have corrected my position this time.

 
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