IMM 1.27% 40.0¢ immutep limited

OK PeopleLets look at PRR from a fundamental business...

  1. 108 Posts.
    OK People

    Lets look at PRR from a fundamental business perspective. Cvac and other PRR products are about supply and demand. Today is monumental from a commercial business perspective.

    A potential $500m sale of product has been announced and most of us did not see this one coming - certainly not at this stage of Cvac development.

    Interestingly I wonder how the resource driven Australian market might have seen this if it was say rare earth metals. Further if the SPP was not on I think we could have expected a closing SP of 40c plus

    I also wonder further about the Indian market???

    Anyway what i am getting at is a revenue stream far earlier than what we thought. Out of interest did Dendreon have a revenue stream at the same stage of development of Provenge (somebody might like to comment on that).

    Kbear do you think I am still off the mark with a large Pharma thinking about takeover play??? I hope I am wrong on this thought.

    The accountant/business commerce background tells me today is MONUMENTAL for PRR in building a long term money making machine.

    All remember that at the end of the day PROFIT (expected/perceived etc) is what drives SP.

    Anyway I love the posts from others and happy to take criticism on my thoughts.

    I wish everyone well and look forward to that day when some of us will get together for the party.

    Cheers

    Buster
 
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