TSXV:TRL.H - Post by User
Comment by
dmacdon Mar 20, 2019 1:45pm
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Post# 29512084
RE:RE:Good read!!
RE:RE:Good read!! The challenge for investors to take a position is that we have NO idea of the profit margin expecations with AYTU sales of Natesto and NO idea on sales volumes to maintain exclusivity in the US market. Acerus is perhaps in the clear if sales are solid in the next couple of quarters and otherwise might need a dilutive financing to bridge the gap if it takes a bit longer to show bottom line results. Promising but without guidance or an updated investor presentation without even a clear idea of the value of the market and assumptions around market capture, a leap of faith is required for the current shareholders. I trust it will all work out for you but I have enough of these high potential, high risk holdings in my portfolio. I might add if I see the bottom line improving and even if that means I need to pay more for the shares.
It is surprising that Acerus got taken down to these low depths given the assumed potential of their pipeline. Terrible investor relations in my opinion and a reflection of the risk in the absence of such guidance, and that needs to change for the SP to go higher.
Cheers