I don't post very often but I do read extensively all of the posts, both positive and negative that appear. I am grateful to all for the information. Common sense demands that we do not look at any financial investment through rose coloured glasses and keeping a firm grip on reality is often the only real hope we have of not losing our collective shirts.
I am not an expert in bio-chemistry but I have owned a couple of businesses and been in senior management in some multinationals. I got into SUDA because of Artimist more than 5 years ago. I expected at that the time it would be a short term investment and that after 12 months or so I would sell and move on. I suspect a few others are the same.
This company is vastly different to the one I invested in. I do not see the divestment of Westcoast as a brief pause on the road to financial oblivion. If i look objectively at the the way the management have successfully re-branded and added to the product portfolio, I think perhaps the guiding hands may have been more astute than they have been credited.
I agree that we have reached a revenue 'crunch' point. It can be a very fine line between winning and losing but ultimately you don't succeed unless you are willing to focus on the chance of victory rather than capitulate to inevitable loss. I think the company is positioning itself for a win. We will certainly have more Zolpimist sales revenue, possibly with the same multinationals we are currently dealing with, acquiring more territories. I am 100% certain Artimist will be sold. In a global fight, countries and NGO's are spending millions to reduce the misery of Malaria. Artrimist is nothing more than a new weapon that is worth a try for a relatively small sum of money, be it $10 mil or $20 mil. It is not a magic bullet but until one comes along it may provide a respite. It will be sold, because the cost to any major pharma wanting to promote its altruism, is not even a pixel on the money these companies spend every day on global marketing. It will not make money, but it does not have to. For the major that buys it, it will be worth far more than the hundreds of millions they pee up against the wall in television and print advertising.
It will not be the company maker for Suda. It will be the platform that will carry the company forward. I don't see a takeover or a buy out until the company starts to step on some big toes with the Oromist technology. That will come over a much longer period of time.
In the meantime it serves none of us as shareholders to talk down the prospects of the company. This is a high risk investment. Always was. This will be the make or break year. My money is on make.
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