Afraid I disagree on a few points (sorry seems to be a habit with you and I).
As others have said above and on other forums (more appropriate to this discussion) we know the basic size sells for $136 USD in the marketplace. Its hard slog, but you can look at other companies in the area (not least of which Bio Horizons themselves and US market leader Straumann [25% of market?] and Geistlich [over a third of the market in EU]) and have some feel for OCC's approximate manufacturing costs, likely margins and wholesale selling price to BH. I do agree BH will have got favourable pricing given OCC's virgin status in the dental market, so tend on the conservative side of estimates.
I absolutely disagree on the "I also imagine it will take BH quite some time to time to generate meaningful sales". Implant denistry is something like 15% of dentistry business now with ageing populations and was growing at around 10% before COVID hit. BioHorizons have 10% of the implant market globally already, which sees as many as 3 million dental implants annually in the US alone according to some reports (probably on the optimistic side) - and EU markets have far larger dental implant penetration and Korea the highest with around 6% of population annually (very good reimbursement for the procedure nationally). Its a massive market with room for growth seeing as market penetration is very low - more than 150 million people in the US alone are missing a tooth and the vast majority not seeking a graft (I am missing one myself and putting off getting it done for years now). Switzerland by contrast, the home of mkt leader Geistlich, sees 40% of people with an implant now (massive growth area for denistry)!
Admittedly only approximately 40% of dental implants have GBR alongside, but that's huge volumes in a global market. Dentists have a degree of choice in chosing products, but with Striate being marketed alonside existing its existing AlloDerm GBR product as an adjunct to dental grafts, I don't think quickly pushing sales therein will be difficult for BioHorizons (who were also forecasting 5-8% sales growth in their latest earnings call). Long story short, it willcertainly not be difficult for BioHorizons to quickly get to 100,000 Striate unit Striate amidst those massive sales figures.
Henry Schein just got upgraded by UBS by the way on improving margins. One wonders whether they seriously looked at the OCC deal....
"An increased focus on higher margin dental specialty and tech products sales, along with outsized med-surgical growth and cost management improvement, should allow Henry Schein to offset narrowing COVID benefits and sustain or grow margins over the next couple of years" according to UBS.
(apologies to others, for getting off track of trading per this forum)
A few little areas to help investors who want to do their own research rather than listen to me or others....as an apology for filling up the trading thread with this stuff:
(20min delay)