TSXV:SBM - Post Discussion
Post by
biorun on Jun 21, 2022 3:38pm
Insight from Germany WO
Here is an interesting insight folks to digest. The future looks exceptionally bright.
From @ Matrix - german board.
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Interesting. The share rises by 100%, then corrects a little and the skeptics come forward. Just to make it clear to everyone: this is a SMALL CAP. And for such a person, the latest reports were/are extremely positive. Of course, it's a shame they didn't get financial details on the AbbVie deal, but I think it's a good deal that puts Sirona in a new league. And the tweet from the BIO shows that Linda Pullan is likely to take on a more sustainable role. Dr. Bieber is indeed quite old. However, I see more opportunities than risks in personnel matters. Someone with this experience can do Sirona good, because there is a lack of structures and processes. Maybe someone here has seen the film "You never stop learning" - in my opinion, it was beautifully presented. Bringing seniority in will help and I think it can do some positive things especially at TFChem. In addition, it is conceivable that Dr. Bieber still has relevant contacts with Bayer - which could definitely be exciting. With AbbVie as a partner, it will now be easier to approach and convince other prospects. This also applies to investors, because in my opinion Sirona urgently needs a different shareholder structure. Now I'm curious to see how Animal Health and Anti-Aging will continue. These are the two projects where I see the most potential in the coming weeks. With anti-aging in particular, it would be nave to assume that this project doesn't already have AbbVie's attention. If there is a clinical study and it is convincing, Sirona should quickly receive a takeover bid from AbbVie. Sirona currently has a market value of EUR 52 million - for "Big Pharma" that's "pocket money". That's extremely low - especially in the context of the deal - and I'm pretty sure that new buyers will appear here soon - especially if more positive news comes. There will also be a new CEO update coming soon. I'm curious what the management changes in Canada will look like. I think it is quite likely that a possible larger institutional investor will insist on a permanently different corporate governance. Specifically: Dr. In my opinion, Verrico will not (be able to) remain CEO and remain on the board. A new CEO is obvious. And then just an uplisting. We will see. m@trix
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