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It seems a conundrum as to why you're holding then.

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28/02/22

20:45

Post #: 59882958
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Originally posted by pfft: ↑

are Exosomes valuable? Yes!
Are you sure? There's no proof, just hot air and hope. And valuable to do what? if the what's not much of a revenue play, then probably not. If they cure all of the World's ills, then yes. But we don't know any of that, so if you look at the facts I think the most optimistic reply is 'they might be'

do we think Ex1 has developed a good management team? YesMmm, difficult one. Baldwin leaving with not much substance other than platitudinal fluff from Dixon is a worry. The new COO is ex Disney which strikes me as quite bizarre. There's also been a lot of 'churn' as far as I can see from the web site - lots of people are not there or been replaced, plus they stuffed up the last 4C and deals look elusive so I'll reserve judgement on the management team. Hopefully they'll allay my criticisms.

does EX1 have something unique? Perhaps.Probably not. The thing about biotech is that there's generally a way of equalling or bettering a technology - in this case purifying exosomes. It would be naive to thing no one would come up with a similar but different tech that doesn't infringe the EX1 patent space and works as well.

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It seems a conundrum as to why you're holding then.

EX1 Price at posting: 29.5¢ Sentiment: Buy Disclosure: Held
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