Ann: Shareholder teleconference presentation, page-63

OriginallypostedbyYenom23

Diamo
I’mthinking50cisfairwhenthetrialsarecompleteasafirsttarget.Itwillprovethatisthenewstandardforasthmacareandobjectivemonitoring.6-8weeksawayforthatI’mguessing.Afterthat,theskyisthelimit.Itwillbetheonlyproductandthegoldstandard...abigmarket.Theworldsasthmapopulationislarge-
Lovetohearsomerevenuepredictionsmultipliedbythenumberofasthmaticswhowillbuyone.

hi Yenom,

This is a great point about target markets/numbers - I am going to try and do some research and check my assumptions with the company over coming days.

We know that initial target markets are Aus/UK/Sing, so lets focus on them, and then consider the next likely markets to enter.

A $50m market cap is priced for failure with no working product. 50c is ~ $250m market cap, not at all unreasonable as a starting point, when it becomes clear that the product is reliable, in demand, and clinically backed.

After Bruce Thompson studies, I think us shareholders can have confidence that the product works and is of clinical relevance. So it makes sense to start to compile some target markets and have a guess at the penetration rates that could be achieved - which will directly flow through to the companies valuation.