Friday 11 September 2015

FY result press release: guess what word doesn't appear in the release

if you said INAVIR - correct!

Not once.

Inavir has been disappeared.




2 comments:

  1. So what's your take on this Michael? Presumably, Inavir continues to be marketed in Japan? No mention of LANI either but probably because there's nothing to say until the FDA meeting...>

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  2. I meant LANI/inavir.

    Previously they talked about a ROW partner deal for LANI this calendar year. The 10k pushes that out to this coming year - whatever that means. And no mention of an FDA meeting date.

    The 10k does have a little more detail but not much.

    The share price is again approaching $2.

    With still 60 million in the bank to blow, they don't feel the need for shareholder returns or communication.

    Maybe any LANI partner wants relenza too, and that's why they are taking USPTO to court.

    Or maybe also because the LANI patent is in question - if the combination with inhaler device is also deemed by USPTO not to be novel, then LANIs compound patient time is also fast running out.

    Who knows. The company says nothing, and there are no analysts who care enough to ask or research.

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