Yes the silience is deafing from AT1....given the RAT frenzy. What concerns me is whether AT1 are now having problems with AccessBio in getting the 20m RATS. Given Access Bio can see the situation in Australia and desparate need for these RATs, they might be holding off giving them to AT1 and sell them direct and cut out AT1. AT1 previous deals with partners have not been good and the "take or pay" deal with Access was worth circa $10m then renegotiated to $2m and the 20m RATS to sell. Maybe something has been held up by Access Bio with TGA.
Despite the RAT not approved by TGA so far, surely AT1 can pre sell them not while the markets hot subject to TGA approval.
I'm smelling a RAT.
JK time for a market update
Yes the silience is deafing from AT1....given the RAT frenzy....
-
- There are more pages in this discussion • 312 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
