Mente Autism, page-18

Cheers for the info, NN.
Does your name suggest you work in the field?

They seem to be ticking the boxes off, in terms of credability, with CE Marking for Europe and FDA Class II for Mente2. Proof will be in the efficacy, which one would assume also translates to sales, if they establish the right distribution networks. I think you're spot-on that it's the daily, home environment usage that sets this product apart from attending therapy in a clinic. The cloud platform also means the parent/caregiver can work relatively closely with the patient's medical professional.

The obvious benefit here from an investment pov is that they already have $10M of revenue locked-in over the next three years, whereas many medical device companies with much larger mc on the nasdaq/asx have $0. Not always apples with apples to make that direct comparison but I think the autism market is sufficinently large to expect some strong sp growth for NTI if they begin to get some sales traction.

In the end we're punting on an outcome more akin to CMP than say ACG but I don't think we'll have to wait 2-3 years for confirmation of where this company is heading, unlike the long lead time life science companies, progressing towards Phase III.