We are certainly where we were never before and the future for the second half of this year and next year looks spectacular, to say the least.
As for competition between P&G and GSK, I do not see this in any way eventuating.
Both are locked in now in their own respective development stages within entirely different target zones of their pipelines.
Global companies follow procedure, that is why we hear so little inbetween the updates from our management and hardly any forward looking statements, which directly clashes with an ASX investor base used to colourful outlook scenarios from the resource sector.
Global companies do not take corners or speed things up due to other developments within other companies when those product developments do not overlap each other in the market.
To invest in OBJ takes patience as management is not at liberty to follow its own timelines. They are dictated by the larger partners which in return provides us with a highly derisked business model.
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