Hi all - I was at the Sydney presentation as well and will add a couple of additional points.
1) Allan started off by saying no recording of the presentation and that it would be significant breach of trust if anyone did - I reckon he'd hunt down and tar n feather a person if they did!
2) Well aware of the cash position and where it is at but sleeps soundly knowing the deal flow in the pipeline.
3) Could have done deals earlier but that would have left cash on the table and he does not leave cash on the table.
4) Wearable injectors had 20-30 engineers working on this - BD have 6 on theirs which does not have the functionality (need to clip in the vial) and as a result the level of patient / doctor acceptance.
All in all a good presentation - worth the two hrs
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