It's a good presentation but umm I'm really not sure of what to make of NW's branch off into the Pfizer partnership - has he slipped up here ? breached the confidentiality agreement of the partnership ? not being as open with investors & ASX releases as could be ? I'm really not exactly sure how ASIC would take it either ?
The company as stated in December have completed the first stage of the partnership & Pfizer will further evaluate the candidates potential - - sure but considering in-vivo is a fairly significant step why not release this to market as opposed to just speaking it up in a presentation ? But i guess more signficantly the target for the patnership has been "undisclosed" up until this point i guess more so at the request of the partner & while not specifically labelled alot more insight was given in the presentation than anything released via the ASX in relation to the target....
I'm not sure what to make of it - it was a good presentation (although i think they should flicked the camera to slides a bit lol) but anyway...
FWIW from the Sydney presentation video it looked like NW wanted to bust out a few times with more info but PW kept him in check :-)
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(20min delay)