Just waiting for my flight back to Melbourne after a brief 6hrs in Perth for the AGM...
In summary, there was a room with 50-60 people that when given the chance to seek clarity on the Acne results froze with the exception of a handful who tried to get some answers. I was blown away by the silence in the room during question time.
Vince wasn't interested in elaborating on the vehicle response from the US trial, nothing to see here, we're moving on was pretty much the response. I guess they're taking a bigger picture approach and getting to the bottom of the vehicle result doesn't achieve anything.
Overall I'm still bullish on the pipeline of products with the AD results coming late in Q1 next year being the make or break of the company in the short term.
Upcoming AGM, page-34
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