UNS (ASX) uns- no deal

Originally posted by peasantone ↑

From thinking 'If i were Amgen...' :
Fully capitalize Unilife so our device supplier/investment is stable until b/e. Fixes balance sheet; gets uns pipeline moving; sends strong message to retail and institutional investors, analysts, brokers, financial journos, industry and prospective customers that unis is well and truly open for business; prevents an embarrassing need for more cash in 12-18 months time.

Hmm... will need to significantly reboot R&D for our new little device supplier. Given the awesome pace of med tech progress, without playing through Unilife there is far less point to being a corner stone investor. And if we don't they will be obsolete by the time they make a profit.

So ... normal forecast expenses, possible expansion, lines, etc etc, orbimed, r&d, ... 150m... say $5/sh... thats not outside ms range, or aanalysts range, 1b cap not unreasonable given pipeline, ip, value to us. Well now thats not a lot of money for us but a significant industry game changer. We should double that capital investment in the medium term and conservatively quadruple it in the foreseeable long term. Just to be sure we will give them a 50m loan repayable one day. I will be a hero to many, my ego likes that... (and the peasant will be rich) ... where do i sign.

Hmm...we should first discuss integrity with Alan, and dead wood greedy directors...

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Similar thinking here but Amgen don't need to make UNS flush with cash in one whack. Its easier on their cash flow if they drip feed required funding into UNS.

Also i dont see their motivation as making UNS profitable. Their motivation is to secure a pipeline of devices cheaply and in instances perhaps exclude others. If-when UNS starts turning a profit it is of little consequence to Amgen....are they going to pay Amfem a dividend? Are they going to spin off their holding for a profit? Hardly a core interest to Amgen

Possibly when the timing is right but their stake is about securing cheap devices and getting very good return on any loans.

IMHO UNS still has to kick into production and start banking small increase in % sales for 3+ quarters in a row and do the heavy lifting for us general holders to see a good solid rise in SP.

The only kicker re Amgen is fingers crossed the do a Hikma and immediately move a few drugs to Unifill. Even better they shaft Abbvie by putting Enbrel in Unifill and Lisa and use their ability to dource their devices cheaper than Abbvie for Humira.

Getting Enbrel and Humira in Unifill...that i can see being a cause for market cap going ballistic simply because of market placement more than outright sales