agm notes

Hi, here are my notes after listening the pressie, well worth a listen:

jim bosnjak - stepping down to deputy chair
alan shortall - chair (& ceo)

alan shortall
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2nd largest prefill supplier in world (after first 2 deals)
more deals by end of year - some may spill over to next year
continuos deals going forward

recon platform
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ezmix prodigy - new ezmix


wearable injectors
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by 2024 350 million in use $25-30 a pop
unilife major player - selected by many customers
contracts currently being finalised by multiple customers

advantages:
1) simple user interface
2) avoids terminal sterilization
other competitors cant do both
team of 30 working in this area

avg 75-100M per annum per drug per customer
4-5 drugs per customer with several customers = $$$
40% operating margins 10-20 years

A.S. thinks ip for wearable injectors worth current whole MC of the company, lol.