Watchthisspace tweet, page-52

HI centro, ref second sentence; I think the market believes that success is a lot further away then ‘we’ would like. That ‘all’ hinges on the upcoming FDA approval, as per belief here on HC, is drawing a long bow. Time will reveal, all hinging on a sustainable sp that needs to move way beyond the ‘pissy’ current sp.

Last FDA approval did what for the long term prospects of this company?, this time ‘should’ be different?, surely more advantageous than previously. Still up against; the status quo and first mover advantage, both negated to some extent if taken on by those ‘first movers’. Timeframe and thus funding questions IF no partnership on the immediate horizon.

For reflection; SIO taking up its options, will they defer IF their exposure, to this company, is limited to their current level?, or will they commit themselves and thus reveal their agenda? SB non participation could possibly see future funding halved (@$8) from this avenue of funding. Thus question marks over this future source of revenue.

Bookend investors firming up; Mercer exposure to what level?, still are ways to go for them yet, their agenda long term?

Anteris most definitely needs a influx of new RIs to their register via purchasing on market in contrast to the continual current ‘gifting’ to parties such as SB/SIO and MERCER.

The ‘WP’ spin is not totally groundless, it will though hinge on timeframes and funding (with the assumption that upcoming milestones achieved).

Imo, not advice.