Key Questions moving forwardThis is a real game changing scenario but who cares unless it can be fully understood, right? Regardless, the investor sentiment must be so exhausted that the share price can't close at least 10-20% higher in the face of a global licensing agreement with upfront payment, royalties, milestone payments, and product ingredient payments? This is beyond imagination.
1. Where/when will we see the mystery numbers disclosed? Financial disclosure is required at some point. June 29 is the quarterly ending April 30, and the question is will they wait for a disclosure process to regulate them. Coincidence that the timing of today's new release coincides with end of month disclosure reporting?
2. Why did Abbvie specifically not permit them to post numbers? We know Sirona is not able to share, but what is the reason behind the decision? Seeing that Abbvie post agreements they make out there, some including financial amounts, there is a very important/compelling reason why not that we don't understand, and this points to a very high level of interest for Abbvie to insist on withholding this important detail for Sirona shareholders. This is a global agreement with a company that has done all the due diligence they need to advance a product launch, which appears to be a highly accelerated scenario to the R&F one.
3. Is R&F supply now being folded under this agreement or are they going to get booted to the curve here by Abbvie, creating a complete global monopoly with this "disruptive technology" (Linda Pullan's words)?
4. What is next that will start to explain all this to investors in a way that we fully understand the materiality implications of the deal or the broader piece? There was a follow up tweet today saying more to come this week.. Also PRC is trying to arrange an interview.
There are signs that there is a lot more to the story here. The mystery is nothing short of highly frustrating and illuminating at the same time.
The bottom line is that Sirona has declared in an earlier release that they expect "very significant positive corporate developments that will completely change the financial situation - for the long term"
I don't know about you but that all screams very high investment value at 0.21 in my opinion.