EMvision Research Notes, page-2595

Summary of the podcast
- he's traveling around the country - catching up with brokers.
- meeting with FDA to finalise parameters for validation and minimum sensitivity and specificity. which will dictate the number of patients required ( eg 150, 250, 350).
- AI is used differently to CT and MRI, uses It a signal level, not after post processing.
- exiting R&D phase moving into commercialisation phase
- 3 centres reached 180 patients in 5 months (fast)
- First responder (Gen2) - no name for device yet, ~ 10kg
- emu - later next year commercialisation/in the market
- emu because predicate device for Gen2
- Milestone - FDA engagement - sets what success looks like
- stage 3 trials

emu - health human then air and road ambulance trials, regulatory submission approval.
- then future (non dilution) grant opportunities and commercial opportunities

- BIG names out there from large key hospitals in the USA - are enquiring
Clear path to selling and FDA approval.

? could it be taken out early - other players or PE? - depends on what shareholders say.

Large global OEM - the don't tend to be developers themselves of novel products.





https://www.aumanufacturing.com.au/medtech-innovator-explains-the-rush-to-save-brains
another podcast! (recorded later 2023)

"The first goal is get it in 10, 20, 30 per cent of the [ambulance] fleet and then prove it out that it should be in every ambulance.”

Powered but NVIDIA Jetson AGX

Episode guide

0:50 – EMVision’s story and why Kirkland joined as a co-founder.

1:40 – What kind of company they are.

2:20 – Further origin story info, including the role of University of Queensland’s Uniquest.

3:15 – The problem of strokes internationally, and the current limitations to diagnosis and treatment.

4:30 – Time is brain. “…About 1.9 million brain cells dying every minute, and the earlier you can intervene, the better the outcome.”

6:10 – About 15 million strokes a year and 50 – 65 million TBI cases a year.

7:16 – Hopefully one day as ambiguous as a defibrillator. “That is the ultimate objective.”

8:24 – The business model.

10:02 – Off-the-shelf and other electronics used in the company’s scanners.

11:10 – Macquarie Park and the benefit of using nearby medtech companies’ “hindsight as our foresight”.

12:07 – Let’s talk about innovation

12:55 – Let’s continue to talk about innovation, specifically in the Australian context and what can be done to improve this.

14:05 – What 2024 could deliver for the company.

15:08 – A few thoughts on the importance of creating and capturing value here, rather than offloading this to overseas interests, and of continuing to do what’s fulfilling.