V.SBM - What do I expect to happen next?
What do I expect to happen next ?
In a few days, when Stonegate’s investors and subscribers had time to review the report, I am certain they will want to get on the phone and pitch Sirona Biochem. Probably, they will line up a couple of meetings with Stonegate, who will explain the significance of GlycoProteMim compared to what is currently out there. It is nice to have someone with a real Biotech background explain the technology and products, rather than Howard or Geraldine that most people have a hard time understanding or relating to.
In any case, there should be plenty of US investors who will pick up a position in the public market, the stock is a steal right now. In regards to mid-size and larger institutional investors, I assume that there could be different financing models. Either a debt deal or private equity into Sirona Laboratories plus some money for Sirona Biochem, to get GlycoProteMim launched as soon as possible.
I also like the fact that they are targeting the US for the first time, to attract fresh investors who are not depleted like the existing investors. Further, I assume that Stonegate would take over the business development, a crucial part that has been neglected, due to the time restraints of the current management.
I also anticipate that Stonegate will launch additional updates and maybe a more detailed report on Sirona Biochem, evaluating their entire intellectual property line and financials. In any case, this was a smart move to start with GlycoProteMim, rather than trying to push the stock, a solid approach in my opinion.
Some additional things....
- A brief video from Shiv Kapoor presenting the technology and the business verticals would be nice.
- I am certain that Indie Bio and SOSV investment firms are currently looking at Sirona Biochem, as they were key investors into OneSkins technology.
- Does anyone know if there is a french version of the stonegate report ?