RE:Talk 25th Sept. 2018 with Sirona BiochemGreat interview with Howard - he seemed to have a cat that swallowed the canary smile on his face during the interview which bodes well for the future in my opinion. The whole interview seemed very positive and Howard specially seemed upbeat and in a good place.
My take-aways:
TFC-1067 : Sounds like they have a near term partner in NA with them nearing the end of their due dilgence. Other irons in the fire specifically in China and are looking at other Asian market partners too. This translates into an even more profitable compound as they may have 2-3 or more partners at the end of the day paying upfront/milestone payments.
All Other Compounds (minus TFC-039) Seem to be in holding pattern until $ was in hand from TFC-1067.
Attila: Interviewer mentioned how Attila had built up expectations and you could see Howards face react negatively just at the mention of his name. But he then mentioned how they now had formualted product sitting in front of them and that just added more value to the product line.
Financing: They want to keep dilution to minimum and are looking at a "strategic" partner for the financing - one that would add value or interest to the company. Would be good to see a Bloom Burton or somebody/group of that level come on board via a financing.