RE:Stifel GMP PresentationAgreed.
Samira was quite excitied about the potential for certain drugs she highlighted in that talk.
A large part of the efficiency gain is in place with the remainder to come in 2022 - I believe a large part of the remaining is in manufacturing (Argentina) if I heard correctly.
Everything is mostly in place.
That's one thing this team can do ... build and execute a drug licensing business.
This time ... this is one huge ROW compared to the tinkering they did in South Africa.
Welcome to the machine ! longrun86 wrote: Hi folks,
I wanted to provide a few of the highlights that I took from the Stifel GMP interview:
- Samira's is getting much more comfortable being in the spotlight and was precise and direct in her responses. Very professional and very confident.
- They are starting to fire on all cyclinders and the operational digestion of Biotoscana is coming to an end.
- She expects Knight's Latam growth rate to be at around the forecast rate for Latam more generally which is in the mid-teens.
- There are a lot of opportunities for them in the market which makes the possibility of utilizing the shelf listing fairly realisitic.
Overall I felt pretty good about the presentation and where this continues to trend.
Best of luck,
LR