Agree that 'The Buyout' is history, as Zantrene is no longer about reviving and flipping a legacy chemo.
How to proceed is coloured by where we want to end up. We barely know the total addressable market value yet, but it's clearly gigantic, and on a par with the MC of a BP. Do we want to ascend to that point step by step, or bow out earlier? Obviously maximise the license value of each indication, initially trading away more IP as % of an indication, and less as we go. Management's job to judge the sweet spot at each step.
Agree that the languishing sp is a fly in the ointment. Even at $10 people could feel able to take profit and move on.
Agree that 'The Buyout' is history, as Zantrene is no longer...
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Last
$1.89 |
Change
0.120(6.80%) |
Mkt cap ! $321.0M | |||
| Open | High | Low | Value | Volume |
| $1.78 | $1.93 | $1.78 | $563.4K | 302.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 108 | $1.88 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.90 | 4926 | 1 |
View Market Depth
| Last trade - 16.10pm 11/07/2024 (20 minute delay) ? |
| RAC (ASX) Chart |