External broker reports(aggregated public sources), Taylor Collison

Taylor Collison

Taylor Collison is a leading financial services firm, providing advice & wealth creation strategies to private & institutional investors and corporate clients throughout Australia. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

Equity Bottom-Up

<ul><li>We like the focus on ADC drugs, which is playing to IDT’s strength in high containment manufacture of cytotoxic drugs.</li><li>IDT has applied to the TGA to upgrade its sterile injectables licence so that it can fully exploit this opportunity.</li><li>While the focus on sterile injectables (and to a lesser extent psychedelics and medicinal cannabis) offers a plausible pathway for a return to profitability, there remains considerable uncertainty about the outcome.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

We like the focus on ADC drugs, which is playing to IDT’s strength in high containment manufacture of cytotoxic drugs.IDT has applied to the TGA to upgrade its sterile injectables licence so that it can fully exploit this opportunity.While the focus on sterile injectables (and to a lesser extent psychedelics and medicinal cannabis) offers a plausible pathway for a return to profitability, there remains considerable uncertainty about the outcome.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

IDT Australia (IDT) - Antibody Drug Conjugates Seen as the Path to Growth