Ann: Macquarie Australia Conference - Presentation, page-8

A few points of note from today’s presentation:

• In last year’s Macquarie presentation it was stated that 10,000 patients were treated with BTM in FY22. Today’s presentation says that 42,000+ patients have been treated to date.  In early November last year, that number was 33,000. This indicates that ~9,000 patients have been treated in the past 6 months compared with 10,000 over 12 months in 2022.
• BARDA enrolments, at 105, are now 15 short of the 120 target. As 15 additional patients have been enrolled in the past 2 months, with luck, the 120 patient recruitment target will be reached by the end of next month.
• We had previously been told that a distributor had already been found for Japan. Today’s presentation guides market entry into Japan in 2025.
• Syntrel product for hernia and Syntrix product for soft tissue reinforcement expected to be on the market within 12-18 months.
• MTX for complex wounds to be released in several more sizes + as a particulate product for contouring and tunnelling wounds (similar to Aroa’s Myriad Morcells) within the next 12-18 months.
• BTM to come in 4 more sizes, including extra- large, and as a wrap?! Slated for next 12-18 months.
• Longer-term (18 mths-3 yrs) there are plans to launch a “synthetic allograft”. I’d be interested in people’s ideas as to what this might mean. BTM reinforcement of allograft tendons used in  procedures such as rotator cuff and ACL reconstruction?