Hi Danno here's my thoughts,- Directors are starting to put some...

Hi Danno here's my thoughts,
- Directors are starting to put some skin the game. I would love to see our new CEO make a big statement in this area and back himself and the products

Yes, good to see. Only David Petrie without shares now. Purchasing expectations on board members do not apply to executive directors, I believe. CEO already has a big enough incentive for the share price to lift. There are many possible reasons why directors sell shares but there's only one why they buy. There's an expectation that the share price will rise.

- Now that the sale of the generics part of the business has been finalised, the focus moving forward is to keep developing the women’s specialty branded portfolio. Next on the list would be a licensing agreement for Donesta with Mithra? hopefully end of H1 ‘23 any word?

Both companies have been guarded on this issue. Mithra stated as late as two days ago in their AGM that they expect their US partner to be announced by June 2023 and they expect to make a submission to the FDA also by June with expected approval by 1HF Calendar Y 2024. I'm ambivalent about Donesta given how much it costs to launch a new product in the US and also we have Bijuva ( a menopausal drug)in our portfolio. OK to have if we can pick it up cheaply.

- Cancellation of capital return. Good move? I think they may have realised a share buy back is a better option in the future (if and when) after what happened to the share price post consolidation and dividend payout.

Good move, MYX is now a growth company and good to have some cash for acquisitions or share buy back.

- Securing debt facility. Seems like a good deal at first glance? Gives us the flexibility to add products to our portfolio as they pop up in the near term until we start making bank

Also a good move, although we have cash reserves on hand. My calculations are that we had A$128M after the dividend return and a further $125M after the Rx sale less any cash burn in the current 6 months which I believe is negligible.

- Better than expected financials leading into interim report, late August. If this were the case, with directors on board and Donesta in the portfolio (fingers crossed) the Market (big end) may start to take interest

I think the 2HFY23 will be very positive. I'm forecasting $30-35M underlying EBITDA for the second half and three profitable business units, Branded, Dermatology and International

- Share price. Are we in the beginning of an up trend? 12 monthly chart: Jan - April looks solid. Another leg up would confirm? 10 year chart - volume seems to indicate a lot of buying the last 3 months at these levels.

Yes, the tide has turned but the long term down trend remains until $6 or thereabouts is reached.

- institutional buying: Lazard 5-6% holding. Positive? I doubt they are shorting at these levels and with that much on the line

Ambivalent. Lazard have been in and out of this stock for a while.

Just my thoughts. As a first time poster, I thought you deserved a considered response.
Cheers