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28/10/21

12:17

Post #: 57142851
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Originally posted by Stockcount: ↑

Yes. He is hooked. Addicted. But you aren't. Cut him loose !

Btw sector, you are the goto man for honest analysis. In 90 days from Sept 30th, the manufacturing agreement is going to be sorted with Fujifilm. There may be a delay of a month. So be it. But ultimately this agreement will decide our future. I say this because I am absolutely convinced that the science works. We just need a good or at least fair commercial deal with Fuji to make success of it.

Is this new "detente" between the companies a genuine change for the better ? Working together to achieve a WIN WIN situation. Will cooler wiser heads prevail ? They both need each other. Without this cooperation both LOSE. And therefore we lose.

Will we get a fair deal from Fuji ? Wil they take the lions share of the profit ?

More possibly importantly, will we see the details of that agreement ? or will it be the case of something so often seen from companies on the ASX, where if it's a good deal, they shout the juicy details from the rooftops, but if not so good, then no numbers, just get alot of fluff.

Personally I hope it is a percentage. Fuji/Cynata get a % each of the end price received for a treatment. Not a $ amount, but a % amount.

Expand

I think the Cynata/ Fuji manufacturing official tie up is positive, but I think your read on the "deals" is incorrect.

Fuji will just be our contract manufacturer, and that makes sense because of 3 obvious things

1. Global reach and investment in facilities
2. IPSC global leader
3. Their ongoing work on scale up

Any indications we do, Fuji will be our manufacturing partner.

This does not tie up any deals for indications Cynata license out.
although, obviously it would make sense for a partner to also use Fuji/FCDI.

Hope that helps.

CYP Price at posting: 60.0¢ Sentiment: Buy Disclosure: Held
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