XSO 0.01% 3,065.1 s&p/asx small ordinaries

The Brains Trust - 2016, page-4480

  1. 1,487 Posts.
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    Klue

    The company (MCap circa 20mln) has released forecasts in 100s of millions to billions in the recent redchip interviews.

    The EAS USA distribution is already in motion and this means huge near term revenue.

    Also is persuance of govt grants (est 10mln to $40mln)

    Whilst both of the above are nowhere near priced in, I'm don't believe they are the main price driver.

    Cellmid was just split into 4 companies with CDY in the center surrounded by 3 SBU's (Macquarie bank model).

    It has been stated that these will be unlisted companies....
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    The CEO has appeared on the PharmaHungary website with the title of Advisor.

    There is a Symposium on the CDY IP (Human Midkine Protein) in Budapest at the end of the month and PharmaTelevision have been invited (no such media have been at prior symposiums).


    Purely speculation however reading between the lines I see the real catalyst for the re rate (that is now in motion) being partnering or M&A facilitated by a company called PharmaVentures and I can guess the date of the anouncement.
 
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