Writer, as always take it on board and big picture...yep.But to...

Writer, as always take it on board and big picture...yep.

But to clarify a few points. I have no real problem with dilution. If the ATM had to be tapped at lower SP then bugger; but I can almost guarantee that MOST holders that are in on UNS know the game and would understand.

I know less about these things but strongly suspect sentiment rules and even with greater dilution the SP would be far higher if the language out of the company was more measured and bankable. If we were told 3 deals last year and hit 3 then MEGA. Told 13 and?~!?!?

Sure the shorts are beating us but what do we expect with such massive misalignment between expected deals, qtr oover qtr revenue growth...sorry cash receipts ..yadda yadda

Any maybe that is easy to say in hindsight....but I do believe that if last year AS conducted himself in line with his conduct this year we would have a lot more happy investors, and perhaps a more stable SP. Talk about what is realistically achievable for the year.

The other thing; it's great if pharma want to club more programs together. It is not my experience, and could be wrong but its my experience that pharma are not going to stop/delay one program because they want to package more work.

I hate, ok hate is a strong word but am very competitive with the other divisions of my company. If I am working on a pneumococcal vaccine and other group working on an oncology drug then we fight each other for funding as he who is at the top of the food chain get the priority funding for their program, and sometimes the others have to wait a qtr for their clinical funding, slots in manufacturing capacity to produce the clinical lots. Or their equipment procurement gets puts back and the facility construction for that vaccine is affected 3 months.

Being on time, reliable and well managed also helps your program get pushed to the front of the line and progressed vs some programs that have troubled beginnings.

These are the delays we all talk about and understand...so within pharma their programs are viewed as all very independent children.

But, I have trouble believing pharma are going to sit on their hands for more than 6 months for a device deal. For something that is a genuine program and not a business case analysis or feasibility study, they will push the device program along so not to delay any clinical trials.

I will say that again in another way. Pharma, "sorry we don't have the device deal lined up for Cancer Drug A as we are trying to negotiate better terms for the device supplier for the RA drug program too! We will have to push that trial back and possible launch whilst we finalise what primary container we are using."

That scenario boggles the mind!!!!! (LOL that me is going rd in the face :) )

After all these devices are supposedly developed in response to needs...not devices that then have to go out and be sold!!!!

Anyway...lol posting about how happy we should be brings out this side of me :) I don't like being happy! :)