PSD psivida limited

Boil it all down and the main factors are the current market...

  1. 360 Posts.
    Boil it all down and the main factors are the current market cap., the likelihood of significant revenue from the Pfizer deal and Medidur, and the cash position and related dilution from issued shares and converted options.

    The Pfizer deal is a guessing game because we don't have any details, and Medidur is a long way off, assuming successful trials. But given the low market cap., I would expect a good rise in the SP if there are signs that Pfizer deal is really going places. That deal alone is worth twice the current market cap. if PSD gets everything out of it. I'm going to persist with it.

    Pezz
 
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Currently unlisted public company.

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