hi eire, little bit frustrated here though, since time immemorial there has been super positive tweets, great ‘feedback’ from WP etc, yet here we are!
yes, the new guy (endorsing the TAVR/SAVR IP) is a ‘heavy’ hitter, MR Fraser was not?, (nobody could could possibly disagree) he most definitely added top creditably for this company at that point in time, (at least for most RIs) what ‘we’ missed was his comment; ‘We were lucky’, (in reference to the Gardsil vaccine he discovered), obviously a modest man.
company has kicked enough goals to be at where it is, it did its last deal, it had the MDD to sell off and disinvested its AI division, what is left is the TAVR/SAVR IP ‘blue sky’, imo, yet not enough goals to be in a far better position.
i would go on the record and say that we are most definitely reliant on ‘hitching our wagon’ to that ‘blue sky’, imo.
I have no doubt ‘deals’ are coming, question is the extent to which it will benefit long term RIs as in reducing capital losses in worst cases to being in profit for the ‘lucky’ ones, (Eg; SIO)
the devil in the detail is this, how much more will Admedus need to dilute its share register to further the TAVR/SAVR IP before a ‘major’ will move in, the larger the risk the smaller the ‘buyout’, the less the risk (further down the track with ‘live IP) the more ‘burden’ the RI will wear in the interim.
of course it is certainly true that the science has not been ‘debunked/or flopped’, (that cannot be emphasized enough) in fact far from it, yet this has taken a long time to translate to commercial success, ....and still remains to be finalized.
at 11 cents I was comfortable with this, at the current sp blerry disappointed, that’s what you get when watch the sp on a daily basis!
keeping it ‘real’ eire.
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