STTCOMP PNV, FA Long
Developer and manufacturer of patented biodegradable polymer medical
devices
Devices are made of a patented biodegradable polymer; helps generate a new dermis leading to improved survival and function/comsetic outcomes.
In house production; strong product pipline outside of burns, US$8b market opportunities.
High margins, hard to replicate through reverse engineering, owns patents, no debt, scalable production, revenues forecast to come in from 2016.
Cash in hand 2.8 million; market cap with plenty of room to grow.
Two immediate products - Novopore, discussions with multinationals ongoing, sales to start 2016; BTM for surgical wounds- multinational partner interested in US rights, firs sales in 2016.
Expectation of sustained positive news flow which could lead to strong re-rating.
This one of those companies you want to invest in an hold for 5-10 years I reckon. Investment not a trade.
P.S. Look through the recent investor presentation to see some really gross but amazing pictures of what this technology can do in terms of functional/cosmetic healing compared to today's standard of care.
