research reports and media, page-4223

The detail and history through to phase 2 and the results compared to alternatives is compelling. Good pick up Mozz on the numbers for PH3- I also thought they were indicated higher previously. As far as time, it's best to get it right and be on good terms with the regulator's. Sometimes with delays fault lies with companies and on occasions it seems like the authorities are the issue. At this point, another month or so is neither here nor there IMO as long as they get it done. No mention of finances but that will become obvious in the quarterly. Wish he'd leave out 'potential blockbuster' terminology. At least they do give some realistic market share they should be able to address (it's still big!). If they get to approval for FDA and TGA, I hope we've seen the bottom on a difficult 18 months. More work to be done on Governance. Long term target SP somewhat reduced but who know's what the next 2-3 years might bring. GLTA