sp, page-62

Hi Twin, just realised who you were alluding to with the "frothy" comment. In fairness he's pretty successful in terms of 'fund' type investing but reading his blog it transpires he completely misunderstood the difficulty and size of risk in shooting for the blockbuster drug (i.e. the PBT situation), equally although ADO has fallen from its high around 28 cents, the level of HC 'froth' has dissipated (or more accurately moved across to OBJ) and yet ADO has consolidated around 18-20 cents (hardly the scary crash fore-told).

Having BBI on the cusp is like having the blockbuster drug lined up without any of the trial or manufacturing costs to weigh us down and a higher chance of success, then we've probably got plenty more lined up behind them, Philips? Roche? Luminex? Schott? Sony DADC? and that's in just one area of M&G use. There's nothing boring about ADO.